One of the secrets to successful investing is to regularly monitor your investment performance. You’ll probably want to log-in and check your investments a few times a month, just like you’d check your bank account regularly. That’s why our in-house development team created an overview which gives you 24/7 access to check-in on your investments on-the-go, anywhere in the world.
You can access your account from either a desktop site or mobile app and see how your wealth is progressing towards the goals you’ve set. Your Portfolio Overview will display your total portfolio value, your investment amount, and recent portfolio change.
You can then dive deeper into the detail, with charts and further information on your policies. Checking this information regularly can help to keep you motivated towards your goals.
One of the advantages of logging in regularly, say every couple of weeks, is that you’ll be able to see if you could reach your goal sooner. With impulseSave® you can top up anytime, anywhere. If you have a bit of extra money in the month, or feel like your investment could do with a boost, why not log in and top up? This could make all the difference to your goal.
If you make logging in a routine, in the same way you’d check your bank current account, you’ll be able to see how your wealth is responding to real world events. You’ll also find the latest articles and videos from our Investment Team, analysing what the latest political and economic news means for your investments. You’ll find these insightful features when you click through to your policies and scroll to the bottom of the screen. Make sure you log in regularly to discover what is going on beyond the headlines.
To summarise, logging in to your investment overview a few times a month will ensure you are up-to-date with your wealth and how it is performing against your goals. You can top up at any time and stay updated with the latest insights, giving you complete control and knowledge of your wealth.
How to log-in
On our responsive desktop site: Once logged in, scroll down the Overview page and you’ll be able to see a section for Your Policies, Your Assets & Liabilities and Personal Finance. Click through each to build a complete view of your finances.
On our App: Search for ‘True Potential’ in the Apple App Store or Google Play Store and download the app to your phone or tablet. Once logged in, click on the Menu button in the top left of the screen, you’ll then be able to see options for Overview and Your Assets & Liabilities. Click through each to build a complete view of your finances.
With investing, your capital is at risk. Investments can fluctuate in value and you may get back less than you invest. Past performance is not a guide to future performance. Tax rules can change at any time. Please be aware that this communication should not be considered as financial advice
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