If you are new to Shaw and Partners, welcome. One of the first tools you will be introduced to is the Investor Portal, a secure online platform designed to help you stay informed and confident about your investments.

The Investor Portal gives you easy access to your investment information in one place, allowing you to view your portfolio, track performance, and access important documents whenever you need them. Whether you prefer using a desktop computer, tablet, or mobile phone, the portal is designed to be simple, clear, and easy to use.

To help first time clients get started, we have created a short video guide that walks you through the Investor Portal step by step.

Watch the Investor Portal overview:

This short video is a great place to start if you are accessing the portal for the first time. It shows you how to log in, what you will see once you are inside, and how to navigate the main features with confidence.

Your adviser is here to help

The Investor Portal is designed to support regular communication between you and your adviser. If you have questions while exploring the platform, your adviser can guide you through the information and help clarify anything you are unsure about.

We encourage all new clients to watch the video above as a first step. It will help you feel more comfortable using the Investor Portal and make it easier to stay connected to your investments from day one.

Welcome to Shaw and Partners. We look forward to supporting you on your investment journey.

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