Client logins

Access your account by clicking on the links below.

Track all your investments quickly and simply in one place. Login to your EQ client portal account for up-to-date portfolio valuations, including:

  • Daily performance measurement
  • Comparison with benchmarks
  • Underlying asset allocation
  • Personal Balance Sheet facility to track all your assets and liabilities
  • Online access to your important documents
 
Login to your EQ account
See a demo

Platform logins

Login to Novia
Login to Raymond James
Parmenion

Financial health check

Our online financial health check is an easy way to measure your financial well-being. It will give you an overall Financial Fitness Score that shows how secure and flexible your finances are – now and in the future, while flagging up anything that’s obviously missing from your financial plan.
Financial health check