How do I resolve an issue with logging in or activating my Shareview Portfolio?

Please check the answers below for the most common log in or registration issues.

We will only be able to validate the address we have on record.

If your registered address is incorrect, you can amend this by completing and returning a Change of Address Form.

You can access your username via your email address and memorable information:

  1. Go to the Forgotten Username page.
  2. Enter your email address and date of birth, then select 'Next'.
  3. Answer two questions from your memorable information (answers will be case sensitive and three failed attempts will lock your account), then select 'Next'.
  4. Take note of your username and the associated numeric ID (legacy users only).
  5. Proceed to log in and access your portfolio.

If you have forgotten your memorable information, please register for a new portfolio using an alternative email address or username and add your shareholdings to start fresh.

You can reset your password using your username/ID and memorable information:

  1. Go to the Forgotten Password page.
  2. Enter your username or ID and your date of birth, then select 'Next'.
  3. Answer two questions from your memorable information (answers will be case sensitive and three failed attempts will lock your account), then select 'Next'.
  4. Enter a new password.
  5. Proceed to log in and access your portfolio.

If you have forgotten your memorable information, please register for a new portfolio using an alternative email address or username and add your shareholdings to start fresh. 

You can obtain your username/ID and reset your password using your memorable information. You can do this by following these steps:

  • Firstly, ascertain your username/ID by following the steps detailed above in ‘What should I do if I have forgotten my username/ID?’.
  • Make sure you have made a note of your username/ID and then reset your password by following the steps detailed above in ‘What should I do if I have forgotten my password?’.

Note that if the registered address we hold for you is incorrect, you can amend it by completing and sending us a Change of Address Form.

If you have forgotten the memorable information you provided when you upgraded or registered for your Shareview Portfolio, you will not be able to retrieve your username/ID or password through our standard processes.

In this instance, you will be required to re-register for a new Shareview Portfolio.

If you are logged in to your portfolio and you see the ‘Multiple registrations’ screen, this means that we have identified that you have registered for more than one Shareview Portfolio.

This might have occurred through carrying out multiple registrations when you have forgotten your memorable information, or you might have purposely set up separate Shareview Portfolio accounts to hold details of different holdings.

On the 'Multiple registrations' screen, you can remove any Shareview Portfolio accounts which you no longer wish to access by selecting the relevant account and then clicking on the ‘Proceed’ button. This portfolio will then be removed and will no longer show when you log in.

If you require your additional Shareview Portfolios to be retained, you can select the ‘Proceed’ button anyway and continue to access your account as normal. However, each time you log in you will be notified that multiple portfolios exist for you.

If you do not wish to be notified of multiple Shareview Portfolio registrations in the future, you can select the ‘I do not want to see this message again’ checkbox on the ‘Multiple registrations’ page and then click the 'Proceed' button.

Please note that if you choose not to view the ‘Multiple registrations’ screen again, Equiniti continues to reserve the right to delete portfolios that have not been accessed within 18 months as described in the terms and conditions.

This message is displayed by earlier versions of Internet Explorer and is due to the expiry date of one of the security certificates held by the browser.

This should not affect the security of Shareview Portfolio and if you click 'Continue', you should still be able to establish a secure link with the site.

Getting started with Shareview Portfolio

The Shareview Portfolio service allows you to access a range of information about your shareholdings online. This includes holding details (such as name and address), indicative share prices, recent balance changes and dividend information. It also includes details of employee schemes and corporate sponsored nominees that Equiniti administer.

We use software to encrypt any personal data transferred between your browser, Shareview and our trusted digital identity provider. Personal data is securely stored for six years and is deleted after this period.

You can only gain access to your own information using your username/ID, date of birth and your password.

Additionally, through the registration process, you will be required to enter some memorable information. In the event of a forgotten or lost username and/or password, you will be required to enter this memorable information before you can regain access to your portfolio.