FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Existing Client Registration

Setting up your Wealth Interactive Online Service Account

To set up your Wealth Interactive Online Service Account, we will need your email address.

If you already use our current online services:
You will have priority access to Wealth Interactive. We will send your Wealth Interactive registration email to you by 7 November 2014.

If we have your email address:
We will send your Wealth Interactive registration email to you by 28 November 2014.

If we don’t have your email address
If we do not have an email address for you, you will need to provide it to us along with a contact telephone number. You can do this by completing the short registration form. You will also need to give us your Portfolio Bond policy number. You can find this on any item of correspondence we have sent you. Once we have these details, we will phone you and ask you some security questions to ensure we can verify your identity.

The registration email will come from ‘admin@omwealth.com’ It will contain a 10digit unique registration number. Make a note of this number as you will need it in Step 1 of the registration process.

You need to register for Wealth Interactive within 30 days of receiving the email.  The registration process is described below.

Step 1
In the registration email, click on the link that says ‘Continue with the Registration’ and you will be taken to a screen which will ask you to enter the 10digit reference number.

Step 2
You then need to choose a username and a password. You will be given on-screen guidance when entering these to ensure they meet the required criteria. Once you choose a username, you cannot change it, so please make sure it’s one you can remember.

Step 3
You will then be taken to the registration confirmation screen.
You will need to wait for an email that tells you your online service account is activated. This should only take a few minutes. The activation email will contain a link to the Wealth Interactive sign-in page.

Step 4
The first time you sign in to Wealth Interactive, you will be asked to re-enter your Wealth Interactive password that you chose at the start of Step 2, and to set up an access code. This code must be a sixdigit number with no spaces, letters or special characters.

You will need to remember this access code. You will not need to use it each time you sign in to your account, but you will need to enter it if you ever need to reset your password.

You’re now registered
You can sign in to Wealth Interactive whenever you want to review your policy and carry out key transactions through your secure online service account. You can find all the information you need about your investment with us in one place.