MyPortfolio
MyPortfolio is a free online service for all Old Mutual customers. Once you have registered for MyPortfolio, you’ll enjoy the benefits of viewing your entire Old Mutual portfolio online, anytime, at no charge to you.
MyPortfolio has undergone a facelift which enables managing your portfolio that much easier. Now you can expect:
- A fresh new look.
- New, improved, easy-to-use navigation.
- Exciting new services, bringing you all the speed, convenience and ease of online management.
With MyPortfolio you can
View:
- Detailed and up-to-date information on all of your Old Mutual contracts.
- Customised portfolio reports (e.g. financial needs report, investment summary report).
- A transaction statement for your investment contracts.
- The requirements to make changes to your Old Mutual portfolio.
- Copies of your contract documents online (e.g. tax certificates, annual statements, investment contracts).
Request changes to:
- Personal and contact details.
- Debit order bank details.
- Beneficiary details.
- Switch between investment funds.
- Receive portfolio statements via email.
Submit:
- Scanned documentation to Old Mutual as part of the above requests.
Need help?
Should you have any questions on how to register for MyPortfolio, please call the Self Service Support Centre on 0860 60 65 00 or .