Doing business with us

myThreadneedle

Where your clients can access the value of their investments and access educational materials online, 24 hours a day

Our online valuation service, myThreadneedle, provides your clients with instant password protected access to the value of their investments with us, 24 hours a day, at a time convenient for them – meaning you won’t spend as much time on simple valuations.

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My Investments

Provides your clients with access to the latest value of their holdings with us. Valuations can be viewed over different time periods as a total valuation as well as by product or asset class.

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Fund Selector

Allows your clients to compare different funds from our range.

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Knowledge Centre

provides information to help explain the different types of investments to your clients and includes educational materials and videos.

Please note that myThreadneedle does not provide investment advice and your clients cannot transact through the site.

Existing customers

Linking existing investments

Our clients can link their existing investments with us to their myThreadneedle account. To do this, they should call us on 0800 953 0134* and request an activation code.

Once they have their activation code, they should follow these simple steps below:
  1. Go to www.mythreadneedle.com
  2. Click on Register now where they will need to enter their email address and create a password, memorable place and memorable date, and confirm they have read and agreed to the terms and conditions.
  3. Click ‘Have your code? Link investments now.
  4. Enter their secure activation code and their client reference number (a 10 digit number that can be found on correspondence they have received from us i.e. a recent statement).
  5. Click ‘Next’. Your client has now created their account. They will not need to use the activation code again. Next time they want to access their account, they will need to enter their email address and password in the login area on the home page.

New customers

Clients who haven’t yet invested

If you have a client who has not yet invested with us, they can still register for myThreadneedle by calling us on 0800 953 0134* to find out more.

* Please note calls may be recorded

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Adviser valuation service

Unfortunately you cannot currently access your clients’ valuations through myThreadneedle. You can, however use our adviser online valuation service where you will be able to view your clients’ holdings with us.

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