Call us on 01792 477763
Financial Portal Contact Us

Personal Financial Portal Guides

Giving you secure access to your finances 24/7

Welcome to your new Personal Finance Portal video guide section.

Our video guide section provides you with a clear overview on how to use the many features within the Personal Finance Portal.

1. How to register
2. How to login
3. Dashboard overview
4. Customise the dashboard
5. Documents overview
6. Secure Messaging
7. Portfolio and Assets Overview
8. Portfolio and Asset In Depth
9. Spending
10. Profile
11. Goals

If you haven't found what you were looking for in the video guide section then please contact our office for help. Call 01792 477763 today or contact us and we'll arrange for a member of staff to contact you, to discuss how we can help.

About Estate Capital

Financial Services

Our Contacts

Estate Capital Financial Management
7 Uplands Crescent,
Swansea, South Wales,
SA2 0PA.
Tel: 01792 477763