Clients Only

Are you a Client of Barchester Green with holdings in Cofunds?

You can now get instant valuations of your ISA, Unit Trust, Investment Bond, Pension and  PEP holdings - right here!

First you need to register by following the routine set out below.  You will need your customer/client number and some simple personal details to access your valuation.   By using this website as a point of entry, you will go straight to the log-in pages and 'leap-frog' a few unnecessary ones.

1. To set up your portfolio for the service:  register here.   You will need to input  your Cofunds client/customer number, ignoring any zeroes which may precede it.  Cofunds will confirm your registration by email and send you a temporary password, by post, with a couple of days.
   
   
2. Follow the instructions they give you, using your temporary password, then change this to one of your choosing.  (It must contain letters and figures and have a space somewhere in the middle.)
   
   
3. For subsequent visits, simply log in here - using your chosen password.
   
   

If you are a Barchester client - or would like to be - and have not yet transferred your eligible holdings onto the Cofunds platform, telephone us on 0800 328 6818.  

It's Freefone - it's 24/7 - you could fix it right now!