What is new about the site?

The new client portal offers a sophisticated platform through which to manage your Beaufort portfolios. It combines an exciting new design with a responsive layout which adapts for use on your mobile, tablet or desktop device.

The platform also offers an increased level of security, through the new 2-factor authentication process you will need undertake when logging into your account to transact on your portfolios. This involves linking your account to your mobile device to generate an authentication code either via an authentication app such as Authy or via SMS (text message).

We recommend Authy because it has multi-device functionality so that once set up on your phone you can also get access to the codes on your computer for speed via Chrome. You can also use Authy for any 2FA logins for other sites like Facebook, Amazon, Google, Microsoft, Dropbox and many more. Find out how you can download the Authy app to your mobile device here.

If you wish to login to your account on a view-only basis, you will only be required to enter the username and password you create during the account activation process.

Watch the two minute video below to see how you can activate access to your existing Beaufort portfolios via our new client portal. In order to complete the activation process you will need the following:

    • Your new Client ID (which will have been issued to you by email);
    • Your Registration Code (which will have been issued via the post);
    • Access to your registered email account.

Can I use my old username and PIN on the new site?

No. The new platform provides a far greater level of security and you will be required to activate your access to your portfolios using the new Client ID and Registration Code you will have been issued with. Once you have entered these details upon your first visit to the platform, you will be asked to select a Username and Password to use to gain access going forward. If you are an existing client and you haven’t been issued with a Client ID or Registration Code to access your account, please contact us.

Will I have multiple sets of login details to remember if I have more than one portfolio?

No. In the new platform all your accounts and any accounts you have access rights to (e.g. joint accounts, company accounts, power of attorney etc.) will now be accessible under one single Client ID. If you find that you do not have access to all the portfolios you expect to see under your new Client ID, please let us know and we will be happy to rectify the issue.

Where can I find my new Client ID?

Client IDs were sent by email to client’s registered email addresses on Tuesday, 10th October. If you haven’t an email from us, please check your ‘Junk’ or ‘Spam’ folder, as sometimes emails can get misdirected there. The email would have been sent from ‘Beaufort Securities’ (donotreply@beaufortsecurites.com) with the subject “IMPORTANT: Beaufort Securities - Your New Client ID”.

If you can’t find an email from us with your Client ID (having checked your junk/spam folders), please contact us and a member of our team will be able to assist.

I don’t have a Registration Code

If you have not received your Registration Code in the post, it may be that we do not hold your current address on file. Don’t worry if this is the case, as the Registration Code alone will not enable anyone else to access your account. If you contact us we will be able to confirm the details we hold for you (after taking you through the necessary identity checks) and arrange for a Registration Code to be resent, if required.

You have only sent me one Client ID but I have more than one portfolio

All your accounts and any accounts you have access to (e.g. joint accounts, company accounts, power of attorney etc.) will now be housed under one single set of login details associated with your new Client ID.

I used to use different login details to access my joint/company account from my personal account?

Whereas in our old platform each account/portfolio had its own set of login details, in the new platform each client has their own Client ID through which they can access all the portfolios they have rights over using a single login. For joint accounts whereas there was just a single login specific to that account previously, now each owner of the account will use their own distinct login details to access the account.

Why do I have to use a Registration Code to validate my account?

For the security of your account we have sent a validation code to your registered address to confirm that you are the correct person registering to access the new platform. You will not need this code again once you have validated your account and selected a new username and password.

Will all my past transactions be transferred over?

Yes, but your contract notes and any active limit orders, stop losses or rising buys you had set on the old platform will not be.

Where do I find my Client ID and Portfolio ID?

Your Client ID can be found under User Details from the My Profile icon in the top-right of the platform once you are logged in. Your Portfolio IDs can be found in the My Accounts dropdown menu and on each Portfolio page.

I’ve forgotten my password. How can I reset my password?

On the Client Login page if you click the 'Can't sign in' link you will be able to enter your registered email address and a Reset Password link will be emailed to you. Clicking on this link will allow you to reset your password.

What is 2-Factor authentication?

2-Factor Authentication, also referred to known as 2FA, two step verification or TFA, is an extra layer of security that requires not only a password and username but also something that only that user has access to (i.e. a piece of information only they should know or have immediately to hand - such as a token or code).

Using a username and password together with a piece of information that only the user knows makes it harder for potential intruders to gain access and steal that person's personal data, identity or assets. The Beaufort portfolio platform operates a 2-Factor Authentication level of security for clients wishing to transact on their accounts. We recommend clients download the free 2-factor authentication Authy app (available on both iPhone and Android) to their mobile devices to link them with their Beaufort accounts for fast and secure access.

We recommend Authy because it has multi-device functionality so that once set up on your phone you can also get access to the codes on your computer for speed via Chrome. You can also use Authy for any 2FA logins for other sites like Facebook, Amazon, Google, Microsoft, Dropbox and many more. Find out how you can download the Authy app to your mobile device here.

If you don’t have a smart phone (cable of downloading apps), we also offer the option for clients to access their accounts to transact via a code sent by SMS (text message) to their registered mobile phone number.

How do I log in using the 2-factor process?

We’ve put together a full step-by-step guide of how to initially establish 2-factor authentication and login to your account, which can be found here.

What do I do if I don't have a smart phone?

If you don’t have a smart phone capable of downloading a 2-Factor Authentication app, you can opt to be sent an access code via SMS (text message) to your registered mobile phone number when you wish to access your account to transact.

What is the difference between accessing my account on a ‘View-only’ and ‘View & Transact’ basis?

If you only want to access your account to see the current performance of your portfolios, you can simply enter your Username and Password details and select ‘View-only’ without having to go through the 2-Factor Authentication process. However, if you wish to transact on your account (i.e. place trades as an Online client, view your bank details or move funds) you will need to select the ‘View & Transact’ option on the login screen and provide the 2-Factor Authentication details when prompted.

What do I do if I don't have a mobile phone at all?

We are sorry for any inconvenience, but to make sure your account and data is as secure as possible we have enforced this new level of security. You will still be able to access your account without a mobile device on a ‘view-only’ basis, but to transact on your account you will need to register a mobile device.

A pay-you-go mobile phone without a contract can now be purchased on the high street from as little as £10. You would not be required to have any credit on your phone to receive the SMS authentication codes required to access your account on a ‘View & Transact’ basis.

How do I change my personal details?

If any of your personal details require updating, you can click the Request a Change button that appears on the User Settings page under the My Profile menu to inform our Client Services team via a secure message.

How do I use watchlists?

You can create watchlists of instruments (equities, bonds, ETFs etc) within your account by clicking the ‘Add to watchlist’ eye icon that appears next to any instrument searchable via the Market Data menu, as well as next to each holding in your portfolio. Once created, you can monitor your watchlists via the My Profile menu within your account.

How do I use alerts?

You can set price movement alerts for specific instruments within your account by clicking the ‘Add alert’ clock icon that appears next to any instrument searchable via the Market Data menu, as well as next to each holding in your portfolio. Once established, you can monitor your alerts via the My Profile menu within your account. When an alert is triggered you will be notified via a new message notification within your account, which will also generate an email to your registered email address.

How do I change the registered bank details on my account?

Due to money laundering regulations, we are required to request proof when receiving a request to change bank details. You must provide a bank statement for the account, which must be an original or certified copy and dated within the last three months. For information of whom can certify, please click here.

Where can I find the Trustee/Administrator information relating to my SIPP portfolio?

These details have been transferred across to our new platform, and we do retain them internally. We are currently working to 'map' the details to our client portal so you can see them when you login to your SIPP portfolio.

When I trade through the platform in Internet Explorer I cannot see my transactions immediately in the platform

Internet Explorer, by default, caches dynamic content as well as static content and prevents automatic updates from the server – unless you specifically request it to do so. Therefore, if you use Internet Explorer you will need to follow the following steps to see your activity displayed in the platform as soon as you do something…

1. Select Tools >> Internet Options.
2. Click the Settings button in Browsing History.
3. Select the Every time I visit the webpage radio button.
4. Click OK to close the Settings dialog.
5. Click OK to close the Internet Options dialog.