Home / Support Hub/ How do I login?

How do I login?

The Novia Global client portal allows clients to track all of the investments they hold on the Novia Global Platform. At the touch of a button it  provides access to valuations and the detailed composition of portfolios.

As a secure, view-only online portal, the web portal is available wherever there is internet connectivity so clients are able to check on their investments at their convenience. The web portal will automatically resize the display for easy use on mobiles, tablets and PCs and, by choosing to install the tile on the device, the service will be just one tap away.

Login details and instructions on how your clients access the portal are detailed in the below guides.

Guides

  • How to login to the Client Portal

    This guides explains the login process for the secure Client Portal, and how to keep your account safe.

    Download

  • The Client Portal

    The Novia Global client portal allows clients to track all of the investments they hold on the Novia Global Platform. The guide provides an overview of the functionality available.

    Download

Video Guide

The Client Portal

How do I resolve a login issue?

If you are experiencing an issue with your login or platform access, please email us at [email protected] with details of the problem including the email address you are using to log in.

Please note that most errors can be resolved by clearing cookies and cache on your browser and device.

Forgotten password – how to reset

1. Go to the Novia Global login page.
2. Click Forgotten Password.
3. Enter your email address registered to your account.
4. We’ll send you an email with a password reset link (valid for 24 hours).
5. Open the email and click the reset link.
6. Enter your Date of Birth for identity verification.
7. Create a new password and set a new security question and answer.
8. Return to the login page and sign in with your updated credentials.

Can I view my documents?

Yes, you can access a library of important documents about their use of the Service alongside any adviser produced valuation reports. These are all available to view online or download as PDF’s within the portal.

Can I place trades?

The Novia Global client portal allows you view-only access to track all of the investments you hold on the Novia Global Platform.

At the touch of a button it provides access to valuations and the detailed composition of portfolios.

Only your financial adviser is permitted to place trades on your behalf.