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There were 12 questions found in this category:
  1. questionAre the username and password Case Sensitive?
    Yes. Both the username and the password are case sensitive and therefore should be entered in exactly the same way each time. For example if you originally registered as JohnSmith - you will need to use a capital J and capital S with the rest in lowercase each time.
  2. questionAreas of Interest
    Please check the boxes to indicate your areas of interest. This is to ensure that we tailor the site to your particular needs.
  3. questionCan I change my personal details and/or opt-in choices?
    Yes. Once registered you will be able to change any of your details by clicking on the 'My Profile' link at the top of the homepage. Here you will also be able to opt in and out of our newsletter lists.
  4. questionHow do I change my personal details online?
    Click on 'My Account' within the blue menu bar and you will have the option of updating three profiles. Account profile If you have a secure account, you can update your personal and security details relating to that account here. General profile Update your personal details, newsletter or subsc ...
  5. questionHow will this information be used?
    Please see our privacy policy for more information.
  6. questionWhat is the difference between my username and my full name?
    The username and password are used to gain access to the website whereas your full name will be displayed at the top of your portfolio once you access it.
  7. questionWhere can I find my SIB or my FSA number – and why do you need them?
    You can provide us with either your SIB or your FSA number as a unique identifier of your IFA status. You should find these numbers on any correspondence you receive from the FSA, or by contacting them via their website at FSA.gov.uk. We need this information so we can safeguard membership of th ...
  8. questionWhy am I being presented with the 'username already taken' error message?
    The username is unique, therefore you cannot have the same username as another person. You may need to make more than one attempt at choosing a username.For example: JohnSmith, Johnsmith2000, Jsmith2000.Please remember that both the username and password are Case-sensitive. Therefore when you r ...
  9. questionWhy do I need to enter a security question / answer?
    The security question is an additional measure of security in the instance that we need to contact you or if you contact a member of the customer services team.
  10. questionWhy do you require my full name and address?
    This information provides us with a record of who we are providing services for and also allows us to contact you.
  11. questionWhy does the registration form keep rejecting my choice of password?
    Both username and password should only contain letters and numbers. Any spaces or symbols are not allowed. The username should contain between 6 and 16 characters, and the password requires between 6 and 16 characters.
  12. questionWill you pass my details to anyone else?
    We will only pass your details to our business partners who are providing a service to you. More information can be found in our privacy policy