See your value daily
Every holding at today's 5pm price.
Value, last 12 months
Gold: value. Rose: paid in. Example figures.
Mix today
Money Market19%
Fixed Income31%
Balanced31%
Equity18%
Your account
Investor area
Your holdings at today's prices, your goal, top ups and withdrawals through Receivly, contract notes and your relationship manager, all in one place.
- Prices
- Daily
- Top ups
- Receivly
- Withdrawals
- 1 to 3 days
- Support
- Named manager
Investor login
Use any email address. This is a demo, so nothing is checked and no code is sent.
Signed in as
Good day, Obiageli
Value today
Growth so farexample
Paid in
School fees goal
Goal: university fees, 2031
Target ₦15,000,000. Monthly top up ₦150,000.
On track at example rates. Next review 3 Jan 2027.
Recent activity
- 1 Nov 2026
Monthly top up of ₦150,000
Fixed Income Fund, units booked at 2.4518.
- 21 Oct 2026
Withdrawal of ₦400,000 paid
From the Money Market Fund, arrived next morning.
- 14 Sep 2026
Switched ₦500,000 into equities
Following your quarterly review.
- 3 Jul 2026
Quarterly review
Goal on track, mix unchanged.
| Fund | Units | Price | Value | Share |
|---|
Valued at today's 5pm example prices.
Top up
Withdraw
| Contract note | Date | For | Amount |
|---|
Monthly statements arrive on the 3rd of each month. Example documents for this demo.
Good morning Obiageli. Your quarterly review is booked for 3 January at 11am. Would you like to raise the monthly top up for the new fees?
Yes please, let us talk about ₦200,000 a month.
Noted. I will bring two options to the review.
Inside
What you can do here
Top up in seconds
Card or transfer through Receivly.
Withdraw safely
Only ever to your own bank account.
Message your manager
Every answer kept on record.
Questions
About the investor area
When your account opens we send an invitation by email. You sign in with your email and a one time code.
Sign in uses one time codes and withdrawals only go to your own verified bank account. In this demo, everything stays in your browser.
Yes, on a joint account, or as a viewer you add.