The Castlefield Secure Client portal & App

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View and manage your investments

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Communicate securely with your Castlefield team

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Access your info when you need it 24/7 from any device

Introducing the Castlefield Secure Portal & App

Find out more about the Castlefield App in this short introductory video.

Alongside being able to communicate securely, you'll be able to access your investments and see a full picture of your finances 24/7.

Click the image to start the video.

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The Castlefield App adds a little extra reassurance that your finances are under control"

Putting you in control of your finances

With the Castlefield app you'll have complete peace of mind for your finances, as you'll be able to see all of your finances organised and updated in one place. Additionally you can:

  • View and manage your investments
  • Communicate securely
  • Manage income and spending
  • Stay up to date with latest notifications
  • Access your info when you need it 24/7 from any device

Click the button below and enter the pin 12345 to register for our Secure Portal.

Get The Castlefield App

Find out more about the Castlefield App

This brochure introduces the Castlefield secure client portal & app and explains some of the many benefits you can start to enjoy by using this service. 

Please click the following link to download your free guide.

Download Brochure Now

Download the Castlefield App

The Castlefield Secure Portal can be accessed from any device. Simply go to the app store/playstore or wherever you usually access your apps, and search for the 'Castlefield' App.

Look for the Castlefield logo and you should be able to find it in the financial apps.

From there you can install it and get set up on any tablet or mobile device.

 

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