Amicus Wealth Management: 7IM Private Client business merged with Amicus Wealth
Amicus South Client Portal Help Centre
First time logging onto Amicus South client portal
Amicus South client portal requires three pieces of information when you log on, a username which will be sent to you via email and two distinct forms of identification.
The first form is your password; we will send you a temporary password via text message and you will be asked to create a new one at the relevant step. The second form is a verification code that will be either sent to your mobile phone or to your email address whichever you decide.
For your first login you will need to go through the following steps:
Username & temporary password
Your financial adviser will send you your Amicus South client portal username via email, and temporary password via text message. Enter your username and temporary password into the Amicus South client portal login page.
Email or text? You choose
Choose if you would like to receive your verification code via email or text. Once you have selected your verification code will be sent.
Verification
Enter the verification code you received when prompted. As one final check we will send you one more verification code, which you will need to enter.
Create your new password
You will then need to create a new password. Your new password will need to be 10 characters and contain at least three of the following characters: Alphanumeric, Uppercase, Lowercase, Punctuation.
Review and sign in
Read, review, and agree to the Amicus South Online Services Terms and Conditions.
Set security questions
Amicus South client portal will request that you set up two security questions, these will be used in the future to support you if you forget your password. Now you can start enjoying the benefits of Amicus South client portal.
Start using Amicus South client portal
If you have just started talking to Amicus, we will initially provide you with the messages and documents functionality, allowing us to securely share information with you, like meeting appointments and documents.
Once we have opened your accounts the functionality expands and you can view your account valuations, transactions, asset allocation, and your portfolio performance.
Where to access Amicus South client portal
If you have received your Amicus South client portal login details, you can log on today via the website or download our app.
Amicus South Client Portal Login
Login to your Amicus South client portal account to view your investments, documents and messages.
New to Amicus Wealth Management
Whether you are a professional partner, business owner or an individual we can help you secure your financial future.
Need help?
Our friendly team are on hand to help you access and use the Amicus South client portal.