Online Portfolio Access

Detailed instructions are provided below:

1. Go to www.cofunds.co.uk/investors
2. Click on Investors from the toolbar at the top of the page
3. Select Register from the menu on the left
4. Complete the registration page. You will need to have your Cofunds customer reference number. You can find this on your annual statement. Please disregard any zeros that precede your reference number. If you cannot find this number, please contact DHM, we will be able to tell you.
5. You will receive a letter to your home address within 5 days containing a temporary password.
6. Once you have your temporary password, you can log into the site where you will be prompted to change your password to something meaningful to you.
7. You will then have access to view your investments within a secure area.

Cofunds launched in 2001 and is backed by some of the largest financial institutions in the UK and USA. Today, Cofunds is established as the leading investment platform in the UK and has been recognised through numerous industry awards.

Fidelity - Funds Network
Daly Harvey Morfitt clients with investments with Fidelity Funds Network can access their account here.

By logging in to the Funds Network Account Management system you can keep track of the value of your accounts daily.

FundsNetwork is Fidelity's online investment supermarket. It brings together over 1000 funds from over 55 different fund management companies, offering unrivalled choice to investors and their advisers.

Contact your DHM financial adviser if you need help with your personal details and PIN.