Your Ascentric

Our platform brings together all of your investments and pensions in one place. Log in and view the performance of your portfolio.

Login

How to log in

What you need to log in

When you log into the platform you’ll need your username and password.

 Your username is the same as your client number. It’s a unique number that usually starts with a ‘1’. It was sent to you during registration.

Reset your details online

If you don’t know your username or password, you can reset them on the platform, without needing to call us.

Just go to 'Forgotten your login details?' on the login screen and select whether you’ve forgotten your username or password.

If we’ve got a unique email address on file for you, we’ll send you an email with either the reminder of your username, or the link to reset your password.

We're part of M&G plc. A leading savings and investment company with a long-term outlook.

Find out more about M&G plc.

Your money is protected by the Financial Services Compensation Scheme (FSCS)

Find out more

It’s important to be vigilant. The Financial Conduct Authority have produced useful information to help you spot potential scams.

Be ScamSmart

Getting started

Getting set-up

The Ascentric platform is specifically for Financial Advisers and their clients. If you're not an existing customer please speak to your Financial Adviser who can take you through getting set up.

If you don't have a Financial Adviser, unbiased.co.uk could help you find one in your area.

Logging in

Once your Financial Adviser has arranged for you to be set-up you'll recieve a welcome email from us. You'll need to activate your platform account by logging in and following the steps on screen.

Access the platform here

Your statements

Log in to view your statements by clicking the client details and then correspondence card. To request a paper statement or alternative format like Braille or large print please call us on 0345 076 6140. We’ll ask you some security questions before updating your preferences. 

Latest updates

Brexit

We’re always monitoring the implications and opportunities of global or domestic changes. Brexit is no exception and we’ll continue to work hard, looking after your  money and investments, whatever the economic environment. 

 

Brexit information

Complaints data

Occasionally we don't get things right and our service falls short of the high standards our customers are entitled to, which results in them making a complaint.

View our complaints data to see how many complaints we received and closed from 1 July to 31 December 2020.

Complaints data
Contact our sales team

The Ascentric Wrap platform is available for Financial Advisers to support their business. Find out how we could help add more value for your clients

adoption@ascentric.co.uk

We're here to help

If you're already using our platform and have a question, please visit our Contact Us page for the best ways to get in touch.