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How to check my investment Portfolio?

Our award-winning technology provides more control over your investments. As part of our service, you’ll have 24/7 access to your financial plan with our mobile app and desktop site. This means you are able to track your investments and even see the value of your current account, credit cards, savings, assets and also liabilities all in one place in the palm of your hand. With our Round-Up and Rewards features, you can even top up your investments without having to find any extra money. If you’d like to find out more about our award-winning technology to allow you to manage your finances, then please get in touch.

With investing your capital is at risk. Investments can fluctuate in value, and you may get back less than you invest.

If you need more information or have any further question, and you are not already a client with True Potential, you can speak to our friendly team on 0191 625 0350 available 7am-8pm weekdays.

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