Kirk Rice Client Portals

Kirk Rice Client Portals

Personal Finance Portal 

Enables you and your financial adviser at Kirk Rice to securely store and share information and documents.  You’ll be able to update personal information ahead of meetings, see your portfolio of products and valuations in one place 24/7 – anywhere, on any mobile or web device.  Whether you’re looking for an up-to-date valuation of your portfolio, want to assess how you’re progressing against your goals or simply wish to get in touch, we have it covered. 

Introduction video 

New User?

Register using your email address that you normally use with your adviser.  Click here to register. If you have any problems please contact your adviser who will be able to help you register. 

Already registered?

Click below to log in.

Accounting and Tax Portal

Enables you and your accountant/tax advisor to connect and communicate securely.  Our advisor and client workspaces are connected so we can truly collaborate in a secure way for messaging and document exchange, allowing you to work with us more securely and efficiently, wherever you happen to be in the world.  Our portal includes:

• Secure encrypted messaging facility
• Secure upload area to share documents and files
• Electronic approval of documents

New User?

To activate your account, please email frances.frith@kirkrice.co.uk with the following information

• name/company name (you wish to activate)
• email address
• mobile phone number

Our client admin team will then arrange for you to receive an activation email.  If you have any problems, please contact your account manager who will be able to help you activate your account.

Already activated?

Click below to log in