Where would you like to proceed to?

Via the Magus client portal, you can access information on all your personal and jointly held investments and assets together with your advice reports and Magus documentation. You can also securely upload your own documents here.

Wealthtracker platform

The Magus investment platform is Wealthtracker. If your assets, which are managed by Magus, are held on this platform you will be able to see detailed information such as the latest investment performance and information about where your portfolio is invested.

Other platforms

You may have assets held on other third-party investment platforms. You can view your investments online at any time.


Standard Life - Elevate
AJ Bell
Raymond James
James Hay
Aegon CoFunds
Old Mutual Wealth / Quilter
Standard Life - Wrap


We will never put bank account details in the body of an email, be cautious of any links or documents sent to you via email and challenge any email from us (or anyone) stating bank details have changed.

We will upload information to the Magus secure portal - and let you know the information is there for you to check.

If you receive any unexpected communications from third parties relating to your relationship with Magus or if you receive suspicious instructions, please pick up the phone straight away and speak to your usual Magus contact to check its legitimacy.



While Magus uses reasonable efforts to ensure that the information contained on this page is current and accurate at the date of publication, no warranties are made, either expressed or implied, as to reliability, accuracy or completeness of the information. Magus accepts no liability for any loss arising directly or indirectly from the use of or action taken in reliance on such information.
Please note that clicking on links to external websites will cause you to leave the Magus website. Magus is not responsible for the accuracy of the information contained within the linked site(s) accessible from this page.