Our perspective
Digital client access
The digital experience we are developing connects clear records, understandable instructions and human follow-up.
Information
A coherent view.
A client space should help explain the relationship between accounts, portfolio information, documents and correspondence. Its usefulness depends on the consistency of the records behind it.
Instructions
Distinguish each stage.
Creating an instruction, authorising it and confirming execution are different events. The interface and the records should preserve that distinction so that outstanding work remains clear.
Availability
Clear about what is connected.
The interactive dashboard uses simulated records. Client authentication, live account opening and payment execution are not connected. The access page states that status before sign-in can be attempted.