Secure Sign-In for Client Accounts
IG Wealth is built around secure mobile access for existing clients. From the sign-in screen, users enter a username and password, can choose Remember username, and can use the Forgot your Username or Password? link when credentials need attention. The User Agreement link sits beside the sign-in action, keeping account terms close to the point of entry.
After authentication, the app provides a client-oriented workspace rather than a public market feed. That makes it useful for checking personal accounts, following adviser-linked planning, and returning to private information from a phone or tablet. Clients who have not set up Online Access can register through the app with the client, loan, or policy number shown on their statements.
Portfolio Snapshots and Account Details
The account area gives clients a quick view of their financial position without requiring a desktop session. IG Wealth describes a current portfolio snapshot with recent transactions, a breakdown of asset mix, and details for each account, including market value, rate of return, holdings, and recent activity.
This information supports short review tasks: confirm what changed, scan a recent transaction, or compare the balance and investment mix across accounts. The visible My Online Access area keeps the workflow focused on personal records, while sections such as Family Accounts View can help households move between related account contexts when those services are enabled for them.
Statements, Tax Centre, and Paperless Records
Statements and tax records form a practical document workflow inside IG Wealth. The account area links to Statements and Tax Centre, while the service supports account statements, transactions, and tax documents covering up to seven years. That makes the app useful when a client needs to locate a recent record or prepare information for an annual filing.
Tax Centre tasks can be narrowed by document type and tax year, then selected records can be opened, downloaded, or printed as PDF files. Paperless statements and notifications about new records add a recurring convenience, so users can respond to important account paperwork without waiting for a mailed copy or switching to a full desktop browser.
Living Plan, Updates, and Client Support
IG Wealth also gathers planning and service links around the account workflow. Clients can access the IG Living Plan and its assessment, review financial recommendations from a consultant, and find sections related to profile preferences, mortgage and insurance, investment performance, and family accounts. These areas connect everyday account review with longer-term planning.
The app’s update and help links give users a place to follow account notices, scheduled maintenance, user-agreement details, and support guidance. It is best suited to existing IG Wealth Management clients who want a focused mobile companion for personal records, planning conversations, and document tasks rather than a general-purpose trading dashboard.
