Your guide to MyBrewin. For financial advisers

Transcription

1 Your guide to MyBrewin For financial advisers

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3 Contents Registering for MyBrewin 4 Using MyBrewin 9 Frequently Asked Questions and System Requirements 26

4 Registering for MyBrewin Step 1 Type the following link into your browser address bar: Step 2 Click on the Register button. 4 Brewin Dolphin Your guide to MyBrewin

5 Step 3 Enter your address then click the Register button. If successful you will see the screen below. Your guide to MyBrewin Brewin Dolphin 5

6 Step 4 An will be sent to you (almost immediately). It will come from mybrewin.admin@brewin.co.uk. Within the there will be a link to activate your account click on the link. The will also include details of your username. If you are an existing user of the Brewin Online Valuation system your username will be the same for both. 6 Brewin Dolphin Your guide to MyBrewin

7 Step 5 You will then be asked to create and verify a password. Your password must include a combination of: After entering your password you will see the screen below. At least six characters (with a maximum of 10) One upper case character must be used At least one numeric character must be used At least one special character must be used (!@#$%^&*( )_+}{ :;?/>.<) Your guide to MyBrewin Brewin Dolphin 7

8 Step 6 If your account has been activated correctly, you will be able to sign in to MyBrewin using your username and the password that you have just created. Please note: these are the details that you will need to enter each time you sign in. 8 Brewin Dolphin Your guide to MyBrewin

9 Using MyBrewin Client Selection The first page you will see is the client selection page. Here you will be able to select which of your clients portfolios you would like to view. Your guide to MyBrewin Brewin Dolphin 9

10 My Portfolio This screen provides a high level summary of your client s portfolio. 10 Brewin Dolphin Your guide to MyBrewin

11 Click this arrow to display a list of the client s portfolios available to view. Click on this arrow to collapse the list. Click on this arrow to change the grouping on the pie chart to any of the other options listed. Your guide to MyBrewin Brewin Dolphin 11

12 Portfolio Holdings On this page, you will find a list of all holdings within your client s portfolio, with prices as at the close of business of the previous working day. 12 Brewin Dolphin Your guide to MyBrewin

13 Click this arrow to display a list of your client s portfolios available to view. Click on this arrow to collapse the list. Click on this arrow to change the grouping to any of the other options listed. Click on this arrow to filter on the sector displayed. Your guide to MyBrewin Brewin Dolphin 13

14 Position Details The Position Details page, accessed by clicking on an individual holding on the Holdings page, provides further information on the stock. 14 Brewin Dolphin Your guide to MyBrewin

15 Click on the button to change the date range. Your guide to MyBrewin Brewin Dolphin 15

16 Performance This page provides a summary of your client s portfolio s performance. 16 Brewin Dolphin Your guide to MyBrewin

17 Click on this arrow to change the interval of performance to one of the options listed. Click on this button to customise the date range. Click on this button to export the Performance Table to an Excel spreadsheet. Your guide to MyBrewin Brewin Dolphin 17

18 Portfolio Transactions This page provides a list of all transactions on the account, for time period selected. 18 Brewin Dolphin Your guide to MyBrewin

19 Click on this arrow to change the date range of the transactions. Click on this arrow to change the types of transactions displayed. Click on this button to customise the date range. These buttons allows you to export the whole table to an Excel spreadsheet or to print. Wherever this white line appears, click to sort by ascending or descending order. Your guide to MyBrewin Brewin Dolphin 19

20 Income Calendar This page provides an estimation of future income from the portfolio. 20 Brewin Dolphin Your guide to MyBrewin

21 Click on Filters to restrict the number of entries seen. By adding an end date, only entries up to that date will be displayed. This button allows you to export the whole table to an Excel spreadsheet. Scroll down and click on the relevant page to see more payments. Your guide to MyBrewin Brewin Dolphin 21

22 Look Back The Look Back page allows you to select a date in the past and see what your portfolio looked like on that date. See what the performance was for the preceding 12 months before your date in the past. 22 Brewin Dolphin Your guide to MyBrewin

23 See what your holdings were worth on a date in the past. Your guide to MyBrewin Brewin Dolphin 23

24 Details This page provides a brief overview of your client s personal details. Click on this icon to view the FAQ and Help screens. Log Out button 24 Brewin Dolphin Your guide to MyBrewin

25 Glossary Please refer to our glossary, found using the help icon, for a full list definitions of key terminology used throughout MyBrewin. Your guide to MyBrewin Brewin Dolphin 25

26 Frequently Asked Questions and System Requirements All details can also be found within MyBrewin. What should I do if my username or password have been compromised? How do I change my password? What should I do if I ve forgotten my password? What specification is needed on my PC/laptop to use the service? What are the software requirements for my PC/laptop? Please contact the MyBrewin Team immediately, on , if you suspect that your username, password or any other access details have been disclosed to, or obtained by, a third party or that the security of these details may otherwise be in jeopardy. If at any point you need to change your password, this can be re-set from the website. Click on the Can t sign in link and follow the instructions to change your password. If at any point you forget your password, click on Can t sign in link and follow the instructions to reset your password. CPU/Processor:Intel Pentium Dual Core 2.5 GHz or compatible Memory: 4 GB or more Access via either an active internet connection via network cable or Wi-Fi OS Microsoft Windows XP, Vista, 7, 8,10 or higher, Linux, OS X BROWSER Microsoft Internet Explorer 11, Microsoft Edge, Firefox 37 or higher, Chrome 41.x or higher, Safari mac OS 8 or higher 26 Brewin Dolphin Your guide to MyBrewin

27 Can I access using my smartphone or tablet? How do I bookmark the page? Yes - all of the following are compatible: Apple smartphone and tablet with ios 9 or higher: iphone 4S, iphone 5, iphone 5C, iphone 5S, iphone 6, iphone 6 Plus, iphone 6S, iphone 6S Plus, iphone SE ipad 2, ipad 3, ipad 4, ipad Air, ipad Air 2, ipad Pro, ipad Mini, ipad Mini 2, ipad Mini 3 Android Smartphone and tablet: Devices that support Android 4.0.x and higher Select Favorites, Select Add to Favorites, Edit Name (optional). To bookmark a web page in Internet Explorer, find the particular page using your web browser as normal. To bookmark in Chrome, click on the star on the right hand side of the browser address. Your guide to MyBrewin Brewin Dolphin 27

28 Notes 28 Brewin Dolphin Your guide to MyBrewin

29 Notes Your guide to MyBrewin Brewin Dolphin 29

30 Notes 30 Brewin Dolphin Your guide to MyBrewin

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32 Brewin Dolphin Limited is a member of the London Stock Exchange, and is authorised and regulated by the Financial Conduct Authority (Financial Services Register reference number: ). Registered office: 12 Smithfield Street, London, EC1A 9BD. Registered in England and Wales company number: VAT number: GB BD /17