The Heronsgate app will enable you to:
- View current portfolio holdings and values, as well as the change in portfolio values over time
- Access the document store to view and download advice reports, tax statements and valuations
- View personal account information
- Quickly and securely communicate with the Heronsgate team to send and receive sensitive information or documents
To register you should use the same username and password that you use to access the web version of the Heronsgate online portal. If you do not have access to the web version of the portal, please get in touch with your usual contact at Heronsgate.