Access client investments online
Please note, we have updated our online 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 valuation report and our online services.
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
Please note, we have updated our online portal. Click login 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.
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.
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.
Octopus Secure Portal
Please be aware this portal is closing soon.
Back office integrations
Get valuation details of clients with our 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 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 Secure Portal
Please be aware this portal is closing soon.
Octopus Cash
Get updates on your Octopus Cash accounts.