Charles Stanley Direct 7.60.1

Charles Stanley & Co. Limited – Freeware – iOS
4 oy

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With a legacy spanning over 200 years, Charles Stanley continues to offer expertise aimed at helping clients achieve their financial objectives and build a secure financial future.

The newly revamped Charles Stanley app provides users with enhanced tools to manage their investments efficiently while on the move.

<ul>
 <li>Secure management of all Charles Stanley accounts and investments from a single platform.</li>
 <li>Ability to construct and oversee an investment portfolio by trading from a broad selection of stocks, funds, ETFs, and investment trusts.</li>
 <li>Real-time tracking of total portfolio value and performance.</li>
 <li>Comprehensive information on each asset, including current value, sell price, change in value, initial cost, historical yield, and fund size.</li>
 <li>Interactive graphs illustrating the performance trajectory of each investment over time.</li>
 <li>Customization options to sort holdings by name, value, sell price, change in value, or cost.</li>
 <li>Facilitation of fund deposits into your Charles Stanley account.</li>
 <li>Centralized access to important documents.</li>
 <li>Secure messaging feature for direct communication with our dedicated Helpdesk.</li>
</ul>

A Charles Stanley Direct account is required to utilize the app. For account registration, please visit <a href="http://www.charles-stanley-direct.co.uk">www.charles-stanley-direct.co.uk</a>. For further assistance, you may reach our Helpdesk at 0131 550 1234 or via email at helpdesk@charles-stanley-direct.co.uk. Please be aware that the Helpdesk operates from 7:30 AM to 5:00 PM, Monday to Friday.

At Charles Stanley, we remain devoted to enhancing user satisfaction through the continual introduction of new features while ensuring robust security measures for users’ peace of mind.

Please note: The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns.

Charles Stanley & Co. Limited holds membership in the London Stock Exchange and is authorised and regulated by the Financial Conduct Authority. It is part of the Raymond James Financial, Inc. group of companies.

Charles Stanley & Co. Limited is registered in England under number 1903304. Registered office: 55 Bishopsgate, London EC2N 3AS.

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