Digital servicesScroll down for information about switching to online reporting / going paperless, our eServices portal for clients and downloading the Schroders Wealth Management client app (available on iOS for Apple and Android).
Switch to paperless reporting
Switching to online reporting is simple. If you already use our online portal eServices:
- Log in to your eServices account
- Click on your UserID at the top of the homescreen and then click "Settings" within the dropdown menu
- Within "Settings" click "Change to paperless", and then "Continue" to confirm the action
If you don’t have an eService account (more information below), contact your portfolio manager.
More reasons to ‘go paperless’
For every client who switches from printed reporting to online reporting, we will plant 100 trees with Ecologi.
eServices online portal for clients
eServices is our online reporting system for clients which enables you to:
- See your portfolio performance, reports, market insights and commentary;
- Request, run and view reports for your portfolio;
- Access monthly and quarterly statements as well as the ability to generate reports on any business day; and
- Search an online document archive.
Watch the video below for more information.
Get the Schroders Wealth Management client app
Available for iOS/Apple and Android, our client app enables you to:
- View your portfolios, holdings and performance
- View and download your documents
- Confirm your identity when logging in to your online ‘eServices’ account
- Read our latest insights and commentary.
- iPhone version 5s, iOS11 and above or Android version 5.0 and above.
- A Schroders Wealth Management eServices account. You will need your login details to access the app. Contact your relationship manager if you do not have these.
If you have any questions, require information or assistance, please contact your relationship manager during business hours. Alternatively, you can contact our local helpdesk.