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If you have not found the answer you were looking for, please contact us on +44 (0) 20 7337 0400 or at clientsupport@killik.com

Security and logging into your account

How do I request a login for my Killik & Co client portal?

You can request your unique link to the client portal by getting in touch directly with your Investment Manager or Client Support.

How do I reset my password?

If you know your password and would simply like to change it, you can do this via the Profile page.

If you have forgotten your current password, you can reset from the Sign In page. You will need access to the same mobile or landline telephone that is linked to your account.

What is device verification?

To keep your account secure, whenever you log in on a new device or browser, we will ask you to confirm your identity with your password and a verification code. We can send this verification link via email, or call or text you with a code.

How do I create a PIN?

When you log in for a second time, you will be prompted to set up a PIN if you haven’t done so already. If you select ‘No’ then you can always set it up later via your Profile, under Login Details. Click the edit symbol by PIN.

How do I change my PIN?

If you are logged in via a Desktop, click on ‘Profile’ in the top right-hand corner and then select ‘Login Details’. You can change your PIN by clicking on the pencil icon.

If you are logged in via a Mobile, select ‘Profile’ in the tab bar and then select ‘Login Details’ and click ‘PIN’. You will then be asked to confirm your new PIN.

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Do I have to verify each new device and browser?

This is to keep your account secure. You should only have to do this once every six months.

How do I stop my device from remembering my details?

After entering your login details successfully, you will see the option to ‘Forget this device’ before proceeding. Your details will not be saved and you will have to re-verify your device each time.

Can we register two accounts on one device?

Yes, simply sign out and select ‘not you’ to sign in with another account.

How do I enable Touch ID?

From any page, select ‘Profile’ in the tab bar and then select ‘Login Detail’ and toggle the button next to Touch ID

Can I use fingerprint to login on Android?

We hope to add this functionality soon

How do I log in?

Head to https://client.killik.com/ select ‘Sign In’ and enter your login details. If you do not yet have log-in details see: ‘How do I get a log-in for the Portal?’

How do I enable PIN login?

If you are logged in via a Desktop, from any page, click on the ‘Profile’ icon in the top-right hand corner. Click on ‘Login Details’ and toggle the button next to PIN (for this device) to ‘On’
If you are logged in via a Mobile, from any page, select ‘Profile’ in the tab bar. Click on ‘Login Details’ and toggle the button next to PIN (for this device) to ‘On’

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Where do I find…

My contract notes?

From any page, click on the ‘Inbox’ icon in the top-right hand corner.

My income activity?

If you are logged in via a Desktop, from any page, hover over ‘Activity’ and click on the ‘Income Activity’ link in drop-down in the menu bar.
If you are logged in via a Mobile, select ‘Activity’ in the tab bar and then select ‘Income Activity’ in the menu bar.

From the ‘Income Activity’ page, you are able to filter by Tax Year, Account and Service type via the drop-down filters.

My investments?

From the ‘Portfolio’ page, click on the ‘Total Wealth’ graphic, or on ‘Your Investments’ in the ‘Portfolio’ drop-down menu.
If you have more than eight accounts, the graphic will not appear.

My statements?

From any page, click on the ‘Inbox’ icon in the top right-hand corner.

My Remittance Advice Notices?

From any page, click on the ‘Inbox’ icon in the top right-hand corner.

My cash balance?

If you are logged in via a Desktop, from any page hover over ACTIVITY, and click on the CASH ACTIVITY link in the drop-down menu bar.
If you are logged in via a Mobile, select ‘Activity’ in the tab bar and then select ‘Cash Activity’

Someone else’s account?

Please contact your Investment Manager who can arrange this for you.

My transactions?

If you are logged in via a Desktop, from any page hover over ‘Activity’ and click on the ‘Investment Activity’ link in the drop-down menu bar.
If you are logged in via a Mobile, select’ Activity’ in the tab bar and then select ‘Investment Activity’ from the menu bar.

Only what is in my ISA account?

To view the investments within an individual ISA account, scroll down to the table at the bottom of the Portfolio summary page and select ‘ISA’ under the name of the account you want to view.
To view all linked ISA accounts regardless of the account holder, select ‘ISA’ within the table labelled ‘All Accounts’.

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Understanding your Investment Activities

How is ‘Value’ calculated?

This is calculated by multiplying the ‘quantity’ by the ‘price’. For investments listed on the London Stock Exchange, NYSE or NASDAQ we use the intraday price. All other investments will be calculated using the previous days’ close.
The value of Fixed Income holdings will also include any amount of accrued interest.

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Managing your Investment Activities

How do I print out my Investments?

Whilst on Your Investments page, choose ‘Export As’ on the filter drop down and click either ‘CSV’ or ‘PDF’. Once downloaded to your PC, you will be able to print as normal.

How do I print my Transactions?

Whilst on Your Investment Activity page, choose ‘Export As’ on the filter drop down and click either ‘CSV’ or ‘PDF’. Once downloaded to your PC, you will be able to print as normal.

How can I sort my income activity?

From the ‘Income Activity’ page, you are able to filter by Tax Year, Account and Service type via the drop-down filters.

How can I sort my investments alphabetically?

Whilst on ‘Your Investments’ page, you can filter the table by any of the headings. To sort alphabetically, just click on ‘Investment Description’.

How do I create a new watchlist?

From ‘Watchlist’ under the ‘Ideas’ tab on the top menu, simply click on ‘Create a new watchlist’ and follow the instructions.

How do I add to my watchlist?

Once you have created your watchlist, search the name of the investment you would like to add in the ‘Add to watchlist’ bar. Once you have selected the right investment, click ‘Add to Watchlist’ from the investment overview page.

Can I buy or sell shares on the site?

No, please contact your Investment Manager to buy or sell shares on your behalf.

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Updating information on your profile

How do I change my address?

You will need to confirm your new address details to us in writing. Please include your account number, hand sign, and return to your Investment Manager.

How do I change my bank details?

You will need to confirm the following details to us in writing:
The full name on the bank card, account number, sort code as well as the name of your bank.
If you have an overseas bank account, please also include the IBAN number, swift code and the address of the bank.
Please then hand sign and return to your Investment Manager

How do I change my preferred name?

If you are logged in via a Desktop, from any page, click on the ‘Profile’ icon in the top-right hand corner. Click into Contact Details, click on the pencil icon next to Preferred Name, amend and then click save.
If you are logged in via a Mobile, from any page, click on the Profile icon in the bottom-right corner. From within Contact Details, click anywhere within the Preferred Name box, amend and then click save.

How can I change to electronic reporting?

Reporting is sent electronically to all clients as standard. If you are still receiving paper statements and would prefer not, you can turn these off under ‘Reporting Preferences’ in your ‘Profile’ section.

How can I change to postal reporting?

If you are logged in via a Desktop, from any page, click on the ‘Profile’ icon in the top-right hand corner and from within Reporting Preferences, toggle the button next to Paper Reporting.

If you are logged in via a Mobile, from any page, select Profile in the bottom-right hand corner. Click into Reporting Preferences and toggle the button next to Paper Reporting.

A pop-up will alert you that this will incur an additional fee of £100 per year. Please note if you have multiple accounts with us, you will have to toggle each account separately.

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Payments

How do I make a payment online?

If you are logged in via a Desktop. from any page hover over ‘Activity’ and click on the ‘Payments’ link in drop-down in the menu bar.
If you are logged in via a Mobile, select ‘Activity’ in the tab bar and then select ‘Payments’ in the menu bar and follow the payment instructions.

Why can I only pay a maximum of £1,000 by debit card?

We are currently limited to daily debit or credit card payments of £1,000 per client. We are working on a solution which will allow card payments of any size, however in the meantime, you can still make payments of any size via bank transfer.

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