Access client investments online

Find below more details on how you can view and manage your client’s investments online. Please note, if your client recently invested into one of our VCTs, they won’t be able to view this online until their shares have been allotted. You can find upcoming allotment dates here.

Access your investments online

Find below more details on how you can view and manage your investments online. Please note, if you’ve recently invested into one of our VCTs, you won’t be able to view this online until your shares have been allotted. You can find upcoming allotment dates here.

Commission statements and Octopus Portfolio Manager (OPM) investments

To view commission statements for any Octopus investment, or for details on clients who have an OPM investment, please use the portal below.

Log in

All other investment products

To view client details for all other products including IHT, VCT and EIS, please use the portal below. From here you’ll be able to:

  • View real time valuations, including quarterly and annual valuation reports.
  • Download tax certificates.
  • View and download communications we’ve sent to clients.
Log in

Octopus Choice

If your client has an Octopus Choice account, you can find updates here.

Log in

Octopus Cash

If your client has an Octopus Cash account, you can find updates here.

Log in

Our online portal

Log in to access your investment at any time. From here you’ll be able to:

  • View your real time valuations, including quarterly and annual valuation reports.
  • Download your tax certificates.
  • View and download communications we’ve sent to you.
  • View details about the companies you’re invested in. 
Log in

Octopus Choice

If you’d like to view your Octopus Choice investment.

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Octopus Secure Portal

If you’d like to view a detailed transaction history of your investment.

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Octopus Cash

Get updates on your Octopus Cash accounts.

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