Guide to Client Centre - Handelsbanken...Once you have opened you will see the ‘Client Login’...
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Guide to Client Centre
Transcript of Guide to Client Centre - Handelsbanken...Once you have opened you will see the ‘Client Login’...
Guide to Client Centre
Once you have opened www.wealthandasset.handelsbanken.co.ukyou will see the ‘Client Login’ button in the top right hand corner of the home page.
By clicking on this button, you will be taken to the login page of Client Centre.
For technical help please [email protected]
Terms and conditions of the use of the website can be viewed via the link shown just below the login fields.
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How to login
Request a new password via these buttons – you will be sent a One Time Password to enter to verify it’s you
Desktop computer and tablet view Mobile view
Error messages explained
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Help logging in
Time out
We have a security timeout for inactivity for 20 minutes
– re-enter information if you get this message
Incorrect information
If you know your username, but forgotten your password click on the ‘forgotten your password’ link
If you are unsure of username contact
Missing information
Check your email or mobile for a temporary username and then you can follow the steps to create a unique password
Steps to reset your password
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Help logging in
You will then receive a pin via email or mobile to enter
Reset your password
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Help logging in
Once you’ve received a new temporary password via email go back to the login to enter the details
Change password
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Help logging in
Navigate back to the menu in the top right hand corner and click on the ‘Change password’ button
In the current password field enter your temporary password that was emailed to you. In the ‘New password’ and ‘Confirm new password’ fields enter what you want your password to be.
Please note passwords must be at least 8 characters in length, include one upper case letter, one lower case letter, one number and one special character (i.e. !, ?, @, # - please note quotation marks cannot be included).
Login again after you have changed password
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Help logging in
You will be asked to enter another ‘One-time pin’ which will be sent to your preferred contact method (usually your email address or mobile) and is a 6-digit numeric pin.
At the login page enter your username and your chosen password that you have just set.
Click on the ’log in again’ link
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Landing page
Click on Detail buttons to drilldown into accounts
List of accounts within your username
Landing
You can see all the reports within your username from this button
How to find the menu and log out
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Relationship overview
Use the menu dropdown to access helpful links
How to access account level information
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Account overview
This page is the detailed level of your account and this page is the overview level
This button will return you to the relationship overview level of information
Use the dropdown to switch accounts
This button enables you to export the information to Excel
Go to other pages using the blue menu
Choose your time period
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Performance page
How to see and download portfolio valuations
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Transactions and valuations
This button enables you to export the table to Excel
Transaction detail can be found at these links
Change the date here to see valuation of portfolio at a different date
Switch between wrappers by clicking on these buttons
How to view transactions and download
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Transactions
This button enables you to export the table to Excel
To returnto the valuation page
How to view reports
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Reports
Other reports can be found at these buttons
How to find the strategy pages
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Handelsbanken Multi Asset Strategies
Other Handelsbankenstrategies can be accessed via these links
This menu provides a wealth of information on the Handelsbankenstrategies
A daily succinct report is also available for on the go reading
Get in touch page
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Preferences
Here you can update your communication preferences
Tick the boxes and then click submit
Please help us minimise our printing
Tick the boxes and then click submit
Condensed version
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Mobile Client Centre
The mobile version of Client Centre is more condensed to provide succinct daily updates on investments.
The landing page provides a high level summary of relationship overview and breakdown of money in accounts.
Click on the Account buttons to move to the account level detailed pages
This button takes you back to the initial screen
Condensed version
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Mobile Client Centre
Main menu
Account menus
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Mobile performance
Access performance information from the Account menu here
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Mobile strategy pages
There are shortcuts to the strategies at the bottom of all the mobile pages
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Mobile get in touch
Access the Get in Touch information and your relationship team via the main menu
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Important information
Important information
Handelsbanken Wealth & Asset Management Limited is authorised and regulated by the Financial Conduct Authority (FCA) in the conduct of investment business, and is a wholly owned subsidiary of Handelsbanken plc. Tax advice which does not contain any investment element is not regulated by the FCA.
Logging outOnce you have finished viewing all of your information, you can exit Client Centre by clicking on ‘Logout’ in the top right hand side of the page. You will be automatically logged out after a 20 minute period of inactivity.
SecuritySecurity Client Centre is protected by a globally validated SSL Certificate (with 2048 bit encryption), complying with industry best practices regarding encryption levels. The site also benefits from new rules around password complexity. When access to the site is initially granted you will be provided with a temporary username and password, which on first login you will be asked to change. Once you have completed the process your password will be encrypted, and from this point onwards nobody at Handelsbanken or elsewhere will have access to the details.
Additional Information If you require any further information please contact the Client Support Team by email at [email protected] or by telephone 01892 701803 or your usual contact. We will always try to respond to your communications promptly, and in any event within one business day. If we are continuing to work on your request then we will always contact you to confirm the position.
Registered Head Office: No.1 Kingsway, London, WC2B 6AN. Registered in England Number: 4132340. www.wealthandasset.handelsbanken.co.uk
