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Products
- Business Property Relief
  Business Property ReliefLearn more
  - Octopus Inheritance Tax ServiceThe opportunity to pass on more wealth free from inheritance tax.
  - Octopus AIM Inheritance Tax ServiceThe opportunity to pass on more wealth and target growth.
  - Octopus AIM Inheritance Tax ISATarget growth and inheritance tax exemption within an ISA wrapper.
- Venture Capital Trusts
  Venture Capital TrustsLearn more
  - Octopus Titan VCTInvestments in tech-enabled businesses with high growth potential.
  - Octopus Apollo VCTInvestments in small businesses that have already achieved market success.
  - Octopus AIM VCTsInvestments in small businesses that have already achieved market success.
- Enterprise Investment Scheme
  Enterprise Investment SchemeLearn more
  - Octopus Ventures EIS ServiceAccess early-stage companies selected for their growth potential.
- Funds
  Funds
  - FP Octopus UK Micro Cap Growth FundHelping investors looking for long-term growth from UK smaller companies.
  - FP Octopus UK Multi Cap Income FundTarget long-term growth and an attractive dividend yield.
  - FP Octopus UK Future Generations FundWe’re targeting long-term capital growth by focusing on investing in companies, aligned with our sustainable investment themes.
- More products
  More products
  - Octopus Portfolio ManagerAccess diversified risk-adjusted portfolios.
  - Octopus ChoiceManage your Choice account.
  - Octopus CashManage your Cash account.
About us
- About
- Leadership team
- Meet Ruth Handcock
- Meet Jonathan Digges
- Careers
Resources
Contact

I am a: Adviser

Access client investments online

While we’re in the process of moving everything over to one place, there are a few different ways you can view and manage client investments online.

Access your investments online

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.

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.

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.

Back office integrations

Get valuation details of clients with our back office integrations.

Explore back office integrations

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.

Octopus Choice

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

Octopus Secure Portal

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

Octopus Cash

Get updates on your Octopus Cash accounts.