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How to register and access your account

To register and activate your account you must be an existing customer of Octopus Investments, and your email address must already be associated with your account.

How to register as an investor

1. If you haven't given us your email address, please
call us first on 0800 316 2295.
2. Register as an investor by filling in your details – you'll find your portfolio number on the title page of your valuation or welcome letter.
3. Activate your account following the link in the email you'll receive shortly after registering.

How to register as an adviser

1. If you haven't given us your email address, please
call us first on 0800 316 2295.
2. Register as an adviser by filling in your details – you'll find your company (COM) number on your welcome letter.
3. Activate your account following the link in the email you'll receive shortly after registering.

How to register as an administrator on behalf of an adviser

To access valuations, commission statements, and adviser charging statements, as an administrator on behalf of an adviser, please ask an FCA-regulated company director to email us and provide your:
1. Full name
2. Email address
3. Sections you wish to access: valuations, payment statements, or both
Once we've received this information, we'll send you an email with all the details you need to register and activate your account.
Register