MyPortfolio is a free and convenient online service for all Old Mutual customers. Once you have registered for MyPortfolio, you will enjoy the benefits of viewing and requesting changes to your entire Old Mutual portfolio online, anytime, at no extra charge to you.
MyPortfolio is a great way of managing your time wisely, freeing you up to do great things. Now you can manage aspects of your portfolio yourself, such as finding out valuable information about your investments or updating your contact details online, without having to phone the call centre.
With MyPortfolio you can view:
- Detailed and up-to-date information on your Old Mutual policies and investments
- Customised portfolio reports
- Financial needs report
- Copies of your annual statements, policy contracts and income tax certificates
- Details of changes submitted online
- Transaction statements for selected products
With MyPortfolio, you can also request:
- Changes to your personal and contact details
- Changes to your banking and payment details
- Changes to your beneficiaries including adding, removing and changing share allocation
- Switches between funds on investment products
In addition, you can submit scanned supporting documentation for the above changes online.