Digital services
Scroll 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.
eServices online portal for clients
eServices is our online reporting system for clients which enables you to:
- See you 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.
App requirements:
The app is compatible with iPhone models 5s or later running iOS11 and above, as well as Android devices operating on version 5.0 or newer. To access the app, you must be an existing Schroders Wealth Management online/eServices user.
Download the app below.
Contact support
If you have any questions, require information or assistance, please contact your relationship manager during business hours. Alternatively, you can contact our local helpdesk.