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The free, easy and secure way to manage your shareholdings online.
Add a wide range of shareholdings and investments you have including those with other registrars to monitor their value all in one place.
A summary page giving a complete view of your holdings and employee schemes.
Access to quarterly nominee statements.
Easily and securely manage your shareholdings online.
Monitor your shareholdings and investments value all in one place.
View a summary providing a complete view of your holdings and employee schemes.
And much more...
Login to your Shareview portfolio account.
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Login to your ISA & Investment account, now on the EQi investment platform.
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Frequently asked questions around the Shareview Portfolio login and activation process
If you are having trouble with the activation process or are experiencing difficulties logging into your Shareview Portfolio then please read through our FAQs.
If you have not received your activation code within 5 working days you can generate a new activation code that will be sent to the address Equiniti has registered for you. You can also use this process if you have lost or forgotten your activation code details.
To do this, log in to your Portfolio and then select the option to request a new activation code.
Once you have completed the on-screen process your activation code will be dispatched to the address Equiniti has registered for you within 5 working days.
Please ensure that the address Equiniti has registered for you is your correct current address to guarantee that your activation code will be received by you.
If the registered address details Equiniti holds for you are incorrect you can amend these by completing and sending us a Change of Address form.
Change of Address form For all companies other than Barclays
Barclays Change of Address form For Barclays only. Please note that to change the registered address of a Barclays PLC shareholding, we will need a copy of your tax voucher, share certificate, or Sharestore statement. We will be unable to change your address without receipt of one of these documents with the Change of Address form.
You can reset your password using your username/ID and memorable information. You can do this by following steps:
If you have not accessed your portfolio on this site since March 2009 you can quickly and easily register for a new account.
Barclays Change of Address form For Barclays only. Please note that to change the registered address of a Barclays PLC shareholding, we will need a copy of your tax voucher, share certificate or Sharestore statement. We will be unable to change your address without receipt of one of these documents with the Change of Address form.
You can obtain your username/ID and reset your password using your memorable information. You can do this by following these steps:
If you have forgotten the memorable information you provided when you upgraded or registered for your 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 Portfolio.
If you are logging into your Portfolio and you see the ‘Multiple Registrations’ screen this means that we have identified that you have registered for more than one 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 Portfolio accounts to hold details of different holdings.
On the 'Multiple Registrations' screen you can remove any Portfolio accounts which you no longer wish to access by selecting the relevant account by clicking the checkbox next to it, 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 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 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 the 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 is simply a message advising you that you are about to move from a public page to a private secured (encrypted) page.
To use the Shareview service effectively, the website needs to be able to write a cookie to your PC and be able to read it. The cookie is a small file of information that allows Shareview to interact with your PC enabling you to navigate around the website more easily. The one used by Shareview Portfolio to do this is a temporary one that is erased when you close your browser session.
Solution 1 Enable cookies on your device. Follow this 'how to' guide for instructions on how to enable cookies on the current versions of the most popular browsers.
Solution 2 You may also have additional security software on your PC. If so, this may be overriding the cookie rules that you have set up on your browser. You will, therefore need to check the configuration of these programs to allow Shareview to write/read the cookie. The makers of the most popular security software have very helpful websites that can assist with these kinds of issues.
Solution 3 If you use the content advisor function of your web browser when accessing websites, this may also block Shareview in attempting to read the cookie. You will therefore need to set up Shareview (https://bat1-portfolio.equiniti.com/) as an 'allowed' site within the content advisor.
Solution 4 To use Shareview effectively Javascript also needs to be enabled.
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.
In fact, this should not affect the security of Shareview and if you click 'continue', you should still be able to establish a secure link with the site.