Client portal
FAQs for Private Clients

A combined total of all investments you have access to can be found on the Home page within the Investment Split & Overview pods. For a further breakdown please navigate to the Investments > Holdings page.

If you need to reset your login details but have forgotten the answers to your security questions, please reach out to your JH&P representative who will be able to reset your credentials. Once logged in, you can change your security questions via the Me > My account area on the portal website.

If you need to reset your portal password, click ‘Problems Logging in?’ on the login page and follow the next steps. If you need to reset your memorable word, enter your username and password and click ‘Reset memorable word’. Please refer to our ‘How To’ Videos for further details.

Navigate to the accounts page and click into a particular account. The underlying portfolios and market values can be found within the Holdings tab on the left-hand side. Click into a portfolio to view further details.

Transactions which have taken place within a portfolio can be found across various pages of the portal including Net Worth and Accounts. To view more detailed historic transaction data, navigate to the holdings page and click into a particular holding. Please refer to the Transactions section on Page 15 of the guide or our ‘How To’ videos for more information.

Performance information can be found within the Accounts page by clicking on the relevant account and selecting the performance tab. Please refer to our ‘How To’ videos for a more detailed run through of performance.

Your Investment Total figure may differ to the Total Net Worth figure displayed on your dashboard. This is because the net worth area may contain additional assets and liabilities held outside of JH&P investments, for example Property, Business Interests, Loans etc.

We take the security of your personal data very seriously and we use appropriate technologies and procedures to protect your personal information. We employ specialist data and cyber security consultants to advise us on appropriate data security policies, technologies and staff training programmes. We ensure safe processing by operating and maintaining physical, electronic and procedural safeguards to guard your personal information and we restrict access only to authorised personnel. We have extensive controls and mechanisms in place designed to detect, respond and recover in case of adverse events that may arise. The effectiveness of these safeguards is periodically tested.

Only you and the people you allow can access your portal. JH&P staff who service your accounts can view your portal, if necessary, i.e. to help answer any data queries or concerns you may have regarding the portal, however they will not be able to change/edit any information.

Line graphs across the portal can be exported into a CSV format via the menu button in the top right of the graphs. You also have the option to export data tables where the ‘Export’ button is visible.

Reporting currency is the currency used across the Net Worth, Accounts and Investment Overview page. If you hold an investment where the currency differs from reporting currency, the value in the native currency can be seen within the Summary tabs.

Within the Holdings page, navigate to the Detailed Valuation tab and click into the cog icon in the top right corner of the table. Here, you can add additional data points including Yield, Unit Cost etc.
Please refer to our ‘How To Videos’ for further details.

You can now view historic holdings and transactions back to January 2018. This also allows you to view the Market Value Over Time and Fund Look Through information for an account or portfolio at historical points between then and now. Please note, all values are displayed using the information available at the time the report is produced. Slight differences can occur with previous reports if adjustment are required, for instance to reflect dividend payments declared but not paid at the relevant date.

Cumulative performance returns are available from inception up until the last month end, as well as other predefined time periods including 10Y, 5Y, 3Y, 1Y, 3M, and 1M.

Navigate to the Holdings page and click the menu filter within the top right-hand corner. Select the relevant account/ portfolio which holds the Harrier Fund and ensure the ‘show underlying funds’ box is ticked. An updated valuation breakdown of the underlying holdings will then appear across both the Summary and Detailed pages. Please refer to our ‘How To Videos’ for further details.