More about the Magus Personal Finance Portal

• Access to your finances in a way that suits you

  We recognise that our clients are increasingly choosing to interact with us across multiple channels – face to face, on the telephone and online. That’s why we’re introducing our new Personal Finance Portal, enabling you to see your complete financial picture in seconds, at a time and place to suit you.

• Peace of mind and security

  Everything is completely encrypted, meaning that you can communicate with us using the inbuilt messaging service safely and securely.

• A convenient way to view your finances

  Accessible online 24/7 across desktops, laptops and mobile devices including a progressive web app, the portal gives you access to your savings and investment information in an easy to use, online format. You can also combine this with your other finances, such as bank accounts, savings and credit cards, so you can see a complete picture of where you stand financially.

• Accessible document storage

  You can house your documents, both financial and personal, in a single online document vault that’s completely secure and fully backed up.

• Always up-to-date and easy to use

  Accounts, transactions, and balances are refreshed every day, so the information displayed in your portal will always be up to date* and displayed in a visually engaging way that’s easy to understand. Because your portal is cloud-based, getting up-to-date valuations is easy and simple.

   

  *Where applicable

• Additional benefits

  You can pre-set savings goals and alerts to let you know whether you’re on track or need to address a shortfall. Plus, there is a web app available from any mobile device. Simply add the link below into your mobile browser and click the “Get the app” button and follow the instructions.