Watch the two minute video below to see how you can activate access to your Beaufort portfolios via our new client portal. In order to complete the activation process you will need the following:
If you are an existing Beaufort Client you will need to Activate your existing account by clicking the 'ACTIVATE NOW' button in the bottom left of the 'Client Login' screen below:
You will be directed to the screen below to enter the details you will have been provided with:
Client IDs were sent out via EMAIL to client's registered email addresses in the following format: X11111X (1 Letter, 5 Numbers, 1 Letter) on 10th October 2017. If you haven't seen it in your inbox, please check your Junk/Spam folder for an email from us on that date.
Registration Codes were issued via POST in the following format: APOJENCV (8 Capital Letters)
Note: Joint Accounts which previously only had one login will have been issued with 2 Client IDs, both of which will need activating.
Following this, you will be prompted to set a Username and Password (see below).
When setting a Password, it must meet the following requirements:
After successfully setting a Username and Password, you will need to validate your email address by clicking on the link in an email you will receive after clicking 'Sign up' on the screen above with the subject Beaufort Registration - Activate your account. The email will contain a link to activate your account. Once you click on this link you will be able to login to the platform using your newly selected Username and Password.
When logging into the client portal, there are 2 options, 'View - Only' and 'View & Transact'. In order to View & Transact you will need to set up 2-Factor Authentication (2FA). Two-factor authentication is an extra layer of security for your Beaufort Trading Account designed to ensure that you're the only person who can take action on your account, even if your password is compromised.
'View - Only ' gives you the option to view your portfolio on a read-only basis.
'View & Transact' gives you the option to view bank details, make payments and also allows Online clients to place trades and set limits.
After inputting a Username and Password and signing in to View & Transact, you will be directed to the 2FA set up screen.
Beaufort recommends AUTHY as the best Authentication App to use. You can download the app to your device using the links below:
Once you have installed the AUTHY app, there is a simple set-up process.
After this is complete, you can set-up a Beaufort account on the app using the QR scan or Code that was displayed to 'Pair your Auth app with this QR code'.
Once you have scanned the QR Code from the Client Portal screen, the AUTHY app will prompt you to name the Account.
Once this is complete, you need to go return to the portal, input your phone number and click 'Get code via SMS'. You will then receive an SMS from Beaufort with an Activation Code to input into the SMS CODE field and click 'Save and Continue'.
In the AUTHY app locate your Access Token.
Then in the Client Portal input the Access Token in the Generated Auth Code field and click Sign In.
If you are unable to download the app, you can get the Generated Auth Code by SMS by clicking 'Send via SMS'.
If you have completed the previous step of Registering your phone number, just click 'Send The Code'.
You will then receive an SMS Code to enter into the Client Portal and click 'Login With SMS Code'.
Once you have successfully logged into the Client Portal, it is important to check that your personal details are up to date and correct. To find your personal details, click 'My Profile' at the top right corner of the screen.
From here, go to 'User Settings'
On the left hand side of the screen, you will find your personal details including your name, address, phone number etc.
If any of the information displayed on this screen is incorrect, you need to 'Request a Change'.
This will direct you to a Secure Message where you can advise us of any details which need amending.