Wealth Club Portal

The Wealth Club Portal is the first and only portal where you can see all your alternative investments in one place.

When you invest through us, you simply log in to our Portal and see at a glance the most up to date valuation and your profit or loss.

If you invest in tax-efficient products – such as Venture Capital Trusts, the Enterprise Investment Scheme or the Seed Enterprise Investment Scheme – you can also see how much income tax you could save and how the income tax relief affects the profit or loss. VCT investors can also see a full history of tax-free dividends. 

You can look at just the portfolios, or drill down to see each of the underlying investments. 

Whenever available, you can see relevant documents: contract notes, investment updates, EIS3 and SEIS3 tax certificates. Instead of having to file and keep safe all the paperwork, everything you need is in one place.

For each investment and holding you have a full history: from the initial subscription, to the share allotment, dividend payments and top ups. 

See all your VCTs in one place

The portal is automatically available for investments made through Wealth Club. But you can also add other VCTs you've bought in the past, provided you hold the share certificates. This could allow you to see how they are performing, at a glance. You can check the dividend history and current value. There is no additional cost for using this service, but if you have special arrangements with your current broker please note you may lose these. 

You can apply to transfer them online, and simply print and sign the form we'll pre-fill for you. Alternatively email us at [email protected]. If you have any questions, call us on 0117 929 0511 Monday to Friday.