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Client logins

EQ has developed a market-leading client portal, providing a detailed overview of all your investments 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 of your assets and liabilities
  • Online access to your important documents.
Login to your EQ account
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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