Skipton Investments Online

To help you understand more about Skipton Investments Online, here are answers to some of your most commonly asked questions.

Frequently Asked Questions

First, make sure you have your username, password and a six-digit PIN number to hand.

On skipton.co.uk, select 'Investments login’ right at the top of the page. If you’re on a mobile device, you'll find this in 'Menu'. Scroll down and select ‘Skipton Investments login’, and then input your user name and password.

If you don’t have these details to hand, don’t worry. All you need to do is click on ‘Click here if you are unable to access your account’ and follow the instructions.

You can also watch a useful video to learn more. This can be found by selecting the ‘Financial Planning & Advice’ tab near the top of the home page, then ‘Login to Investments’. The video will be under the ‘Help & Support’ section.

Once you’re on the website, select ‘Investments login’ right at the top of the screen. Or, you can click onto the ‘Financial Planning & Advice’ tab, then ‘Login into Investments’.

After logging into Skipton Investments Online, select ‘Documents’ from the options at the top of the screen, then ‘Add’.

From there, simply follow the instructions on the screen and upload your document. The maximum allowed file is 10MB.

Your net worth is basically calculated by the total number of assets, investments and pensions you have altogether. This includes holdings in your name only, as well as any joint holdings you have with anyone.

This all depends on the platform your investments are on.

Generally, most platforms – such as Aegon/FundsNetwork – update the values automatically on a daily basis. However, if details are put through incorrectly, the values won’t update at all.

When it comes to older platforms, such as Legal and General, or Prudential, the values don’t automatically update. Instead, they’re input manually – which can take a bit longer.

On the first page, the value represents the total of your entire holdings (which include joint and single assets, investments and pensions you have).

The value on the second page is always less. That’s because it’s the total number of holdings (assets, investments and pensions) in your name only.

Your PIN is just six digits. To access your Skipton Investments Online account, you’ll always be asked to enter three random numbers from your PIN.

Your password needs to be between 8-20 characters long, and must include at least one capital letter, one number, and one symbol.

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