Convenient and secure access to portfolio information for LGT Wealth Management clients.
LGT Wealth Support is available to offer any assistance that you may need when using the portal.
For any technical problems or usability issues, please contact the LGT Wealth Support Team on the below number or contact your Investment Manager directly.
+44 (0)20 3207 8222
Monday to Friday 8am – 5:30pm (GMT/BST)
Excluding Bank Holidays
Initially, please speak with your Investment Manager who can trigger the registration process for you. Once triggered, the registration process will begin. This process has been outlined below.
Step 1: Receive activation email
Step 2: Load registration page
You will be prompted to enter your:
Step 3: Complete two factor authentication
Step 4: Create login details
Step 5: Receive verification email
Summary
The ‘Summary’ page provides a consolidated view of your portfolio(s) and accounts. In this section you can view your total portfolio value, performance, cash breakdown, asset allocation and your top holdings.
Holdings
Within the ‘Holdings’ section you can view your account information, view and export details relating to your holdings.
Cash Statements
Within ‘Cash Statements’ you can view, filter, search and export your cash transactions.
Stock Transactions
‘Stock Transactions’ history allows you to view, filter, search and export your most recent and historical stock and fund transactions.
Documents
Access electronic copies of documents including your Quarterly Valuations Report, Market Transaction Report, Contract Notes, Year End Pack, Fee Invoices and Depreciation Notification. Search and filter for historical documents.
Messages
Send and receive messages securely between you and your Investment Manager.
Security
Within the ‘Security’ section you can change your password and manage biometrics.
Options
Within the ‘Options’ section you can change your paperless preference and theme.
Export
Export views as a CSV file or PDF file.
Unread only
Slide the ‘Unread’ button to the right until green to display only unread documents.
Scrolling
Select the left and right arrow keys to navigate through results.
Navigation
Use the arrow icon found at the bottom of each page to return directly to the top of the page.
Show/Hide
Click on the arrow symbol to show or hide details for a particular area.
Alerts
Click on the arrow symbol to show or hide details for a particular area.
Notifications
Pop ups will appear on the ‘Summary’ page when there is an unread message and or unread document.
Q. How do I register for LGT Wealth?
A. To register for LGT Wealth please contact your LGT Wealth Management Investment Manager.
Q. I have forgotten my username, what should I do?
A. Select the 'Forgotten username' link located on the login page and follow the instructions. An email with your username will be sent to you and you will be able to log in via the login page. If you are unable to reset your username, please contact LGT
Wealth Support.
Q. I have forgotten my password, what should I do?
A. Select the ‘Forgotten password’ link located on the login page and follow the instructions. Your password will be reset and you will be able to log in via the login page. If you are unable to reset your password please contact LGT Wealth Support.
Q. Why is the link in my ‘Forgotten password’ email not working?
A. The ‘Forgotten password’ link is disabled after 12 hours. If you have exceeded this time frame, please select follow the ‘Forgotten password’ process again and a new email will be sent to you. If you still are unable to reset your password, please contact LGT Wealth Support.
Q. I’m locked out of my account, what should I do?
A. To unlock your account please contact LGT Wealth Support.
Q. My One Time Password code has expired and I’m unable to request a new code, what should I do?
A. Please contact LGT Wealth Support.
Q. I have a question about the data displayed in my account, who can I talk to?
A. Please contact your Investment Manager directly.
Q. My personal details are out of date or incorrect, how can I change them?
A. Please contact your Investment Manager directly.
Q. How do I create a new message?
A. Select the ‘Messages’ option in the menu located at the top of the page and navigate to the new message button which is located at on the right of ‘Messages’ page. Select the button this will open up a new message for you to draft and send to your
Investment Manager.
Please note regarding the content of a message: If you do not have transactional authority over an account, please do not request as such through the LGT Wealth portal. Both the Investment Manager and assistants will be vetting these and will decline any unauthorised requests.
Q. Can I attach documents to secure messages?
A. You can attach a document to your message using the attach button. Some unsafe file types are blocked, but we accept portable document formats (.pdf, .xps), Word (.doc,.docx), Excel (.xls, .xlsx), and picture files (.bmp, .jpg, .png).
Q. How can I search for a message in my inbox?
A. The search function located on the left of the ‘Messages’ page, allows you to search for a message using words that are in the email. In addition, the sort order filter allows you to sort your messages in both your inbox or sent items by date or subject.
One Time Password (OTP)
It’s important that you do not share your OTP number with anyone. This includes LGT staff; we would never ask you to do this.
Fraud
If you suspect there has been fraudulent activity regarding your LGT Wealth account please contact LGT Wealth Support.
Threats to be aware of
‘Clone firms’ - This is an FCA term for individuals impersonating a Wealth Management company. For more information visit: www.fca.org.uk
‘Cold callers‘ - We will never cold call you, if you are ever in doubt put the phone down and contact us.
Step 1
Login using your username and password.
Step 2
Navigate to options icon in the top-right corner.
Step 3
Scroll down to the 'Correspondence preference' section.
Step 4
Select the 'I would like to receive all future correspondence electronically' tick box and click 'submit'.
Login Page
- You can now retrieve your username without contacting LGT Wealth by using the forgot my username feature
Summary Page
- The last login date and time is now displayed
- The last date that the data was updated is now displayed
- Bar charts are now visible for asset allocation and cash allocation
- The latest document gives you a view of any new documents available without having to go to the documents page
- There is now a portfolio search function
Holding Page
- There is now a portfolio picker drop down, which will allow you to select the list of accounts, and once selected this will group your accounts within your portfolio
- Currency selector is now an option where you can select from a list of currencies based on the currency of your portfolio
- There are additional columns on the accounts summary table which include gain/loss, income and yield display
- You are now able to sort columns within this table numerically or alphabetically
- There are new grouping and filtering options available to use
- You can export on this page and it will also now include Account number, Account name and ISIN
Cash Statement Page
- You can export on this page and it will also now include account number and cash account type
Didn’t find what you were looking for on this page? Then perhaps the information on the following pages will help:
Forward-looking for generations
Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.
LGT Wealth Management UK LLP is authorised and regulated by the Financial Conduct Authority (FCA). Registered in England and Wales: OC329392. Registered office: Fourteen Cornhill, London, EC3V 3NR.