First, make sure you have your username, password and a six-digit PIN number to hand.
On skipton.co.uk, select 'Financial Advice' at the top of the page and then select 'Investment login'. If you’re on a mobile device, you'll find this in 'Menu'. Scroll down and select ‘Investment login’, and then input your user name and password. You can also find 'Investment login' in the footer on skipton.co.uk under 'Our Society'.
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’ on the login screen and follow the instructions.
You can also watch a useful video to learn more.
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 size is 10MB.
The net worth figure 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, minus anything that is owed such as mortgages and loans.
This all depends on the platform your investments are on.
Generally, most platforms – such as Aegon/Fidelity – update the values automatically on a daily basis.
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. This includes joint and single assets, investments and pensions you have.
The value on the second page is may be 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 and 20 characters long, and must include at least one capital letter, one number, and one symbol.