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The Pinnacle Online Valuation Service provides clients with the opportunity to view the market value of their investments online. The market value of the investments is calculated using the previous business day's closing prices.

To view your portfolio online, please follow the steps below:

  • If you are a registered Online Valuation Service client and this is your first visit to the updated online valuation service could you please activate your account (as a one off exercise).
  • If you have already activated your account, please login directly to view your portfolio(s)
  • If you wish to see a real time demonstration of Pinnacle Online, then input PINN447955 as the User ID and sample (all lower case) as the password.

 


User ID :  

Password :

 


 
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