Parmenion Client Portal
View your investments, documents and reports online, 24/7
- Parmenion don’t offer financial advice.
- Past performance doesn’t guarantee future returns.
- Investments can go down and up, and you may get back less than you invest.
- There’s no guarantee that the investments will meet their objectives.
Stay on top of your portfolio
With your dashboard, instantly see your portfolios, valuations, recent documents and notifications.
Track performance
Get a quick overview of 3 month, 12 month and lifetime performance of your portfolio, or specify your own dates.
Approve changes and make updates
Update your expression of wish, or approve portfolio changes your adviser has recommended, in just a few clicks.
Reports at your fingertips
Download your quarterly reports and annual charges reports. Or generate ad hoc reports for money in/out, charges, performance and more.
See what you’re invested in
View your asset allocation and holdings across all your portfolios, or each individual portfolio.
Need help getting set up?
Check out our handy Welcome to Parmenion Online guide, and you'll be set up in just a couple of minutes.
MFA - our extra layer of security
Multi-factor authentication (MFA) adds extra protection to your account by asking for two pieces of evidence to confirm it’s really you. That means using something you know (like your username and password) and something you have (such as an app on your mobile).