Access client investments online

Secure Portal is now closed. Click the login button below to access our new portal.

Click log in below to access our new portal, if you haven’t used it before you will need your Account number to register. This starts with CON followed by up to 6 numbers and you can find this on emails from us about your client’s valuation report and our online services.

Access your investments online

Secure Portal is now closed. Click the log in button below to access our new portal.

If you haven’t used it before you will need your Account number to register. This starts with CON followed by up to 6 numbers and you can find this on emails from us about your valuation report and our online services.

Our online portal

To view client details for the following Investment products: BPR, VCT and EIS, please use the portal Log in below. From here you’ll be able to:

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

Octopus Choice

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

Octopus Cash

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

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 EIS tax certificates.
  • View and download communications we’ve sent to you.
  • View details about the companies you’re invested in.

Octopus Choice

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

Octopus Cash

Get updates on your Octopus Cash accounts.