Frequently Asked Questions about the Allenbridge website

Allenbridge compiles all of your investments into a quarterly valuation, allowing you to see an overall valuation of your portfolio. Within this valuation document you also receive detailed analysis of the funds you hold and Allenbridges' recommendations. To find out more click here.

A lot of Allenbridge documentation takes a long time to compile and from now on, will only be available to its clients or prospective clients. To sign up click here.

Allenbridge has an online service that allows you to see your fund valuations whenever you want. The service is called My Portfolio, it also gives you access to our fund analysis information that we update every month.

• If you are already signed in to the website click here to view this information.
• If you need to obtain your password then please contact Allenbridge on 0800 33 99 99
• If you are a new client, then register your details here

For security reasons we have a procedure that we need to complete here at Allenbridge head quarters. This is to make sure that your online account details and your previous Cofunds account details match up

If you have registered and can't see any information please call the Allenbridge team on 0800 33 99 99.

Fund supermarkets are companies like Fidelity FundsNetwork or Cofunds that give you more freedom with your investments. Go to our Fund Supermarket frequently asked questions page here to find out more.

Due to FSA regulations any editing of your personal details requires an original signed document to be sent in, if you are planning to move house or have moved then send in a change of address form, here.

Allenbridge works at keeping your fund infomration as up-to-date as possible, but some fund managers only give out information once or twice a year. If your information in your valuation or on My Portfolio is incorrect, either send in an errors and omissions form found on the back of your valuation or here or ring Allenbridge on 0800 33 99 99.

If you are new to investing, then click on invest online at the top of the page and any purchases you do will automatically join you up to Allenbridge

If you have investments elsewhere, then you can bring them under Allenbridges' care by sending us in a Change of Agency form found in the downloads section - click here to get there now

Valuations are produced quarterly, some people opt to receive them half yearly or annually. The valuations are produced at the end of March, June, September and December and should be with clients later on in the following months.

To access your 'My Portfolio' valuation, of all your funds that you hold with Allenbridge you will need to contact us to obatin your password see point 3 above for more information. This password is different to the Cofunds online dealing service and the FundsNetwork online dealing service.

If you are new to Cofunds online dealing service click here to register, if you are still having difficulites refer to point 4 above. If you are with FundsNetwork then click here for more information