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Investor Academy.

With the help of our short tutorial videos, you can learn more about getting the most from your personal account. You can discover how to track performance, review your investments, top up your account and much more.

Date last reviewed: April 3rd, 2024

Lesson 1:

Log in to your account.

Lesson 2:

Your account overview.

Lesson 3:

Manage your investments.

Lesson 4:

Top up your account.

Lesson 5:

View your documents.

Lesson 6:

Secure messaging.

Lesson 7:

True Potential Rewards.

Lesson 8:

Completing your Yearly Investment Review on the app.

Lesson 9:

Completing your Yearly Investment Review on your online account.

Lesson 10:

Access your beneficiary account.

Lesson 1:

Log in to your account.

Lesson 2:

Your account overview.

Lesson 3:

Manage your investments.

Lesson 4:

Top up your account.

Lesson 5:

View your documents.

Lesson 6:

Secure messaging.

Lesson 7:

True Potential Rewards.

Lesson 8:

Completing your Yearly Investment Review on the app.

Lesson 9:

Completing your Yearly Investment Review on your online account.

Lesson 10:

Access your beneficiary account.

Ready to do more with your money?

If you’d like to find out if our service is right for you and how we can help you do more with your money, please get in touch. There’s no obligation and our friendly team will talk you through your options. Alternatively, you can begin your investment journey yourself using the ‘start investing’ button below.


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