We’re delighted to share that the My Quilter Cheviot adviser portal has been enhanced with new features designed to make managing your clients’ investments even easier, more efficient and more secure.
Whether you’re logging in for the first time or already familiar with the portal, now is the perfect time to explore what’s new and ensure your firm is set up for continued access.
These on‑demand reports make client conversations simpler and more insightful. Simply select your time frame and download a PDF showing:
Your and your clients’ data is protected by enhanced security measures, independently tested by specialists. The portal is also fully compliant with the European Accessibility Act, ensuring an inclusive and user‑friendly experience.
Save time by viewing only the clients of specific advisers within your firm, rather than all linked accounts. This makes navigation faster and more intuitive for busy teams.
Alongside the latest enhancements, the My Quilter Cheviot portal continues to provide:
Your firm’s master user can:
If you’re unsure who your master user is, please contact qcadvisersupport@quiltercheviot.com and our team will be happy to assist. To nominate your firm’s master user, follow this link: Get ready for the new My Quilter Cheviot Adviser Portal
Access to the legacy Quilter Cheviot platform will be discontinued by the end of Q1 2026.
All key features previously available on the legacy system can now be accessed through My Quilter Cheviot. We recommend ensuring your firm’s master user has been nominated, is set up correctly and is ready to create or invite users as needed.
For guidance on navigating the portal, please visit our FAQs:
Support for My Quilter Cheviot portal and app
Or contact us directly at qcadvisersupport@quiltercheviot.com.
The value of your investments and the income from them can fall and you may not recover what you invested.
