Client Portal Guide
Unlock the resources you need to get the most out of your client portal.
Intermediary Portal Guide
Unlock the resources you need to get the most out of your intermediary portal.
Interactive Portal Guide
Accessing Your Portal
Login from Home Page
| To access your portal, please go to www.cantorfitzgerald.ie. Click the Cantor Fitzgerald Ireland Client Portal link on the homepage which will bring you directly to your portal login. |  |
Portal Login
Portal Login
Once you have clicked this, you will be brought to the following area to enter your login details.
Initial Registration
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Introduction Prior to your initial login, our Client Services team will issue you with a username and a temporary password. If you have not received these details, please contact the team via phone on 01 633 3800 or email at [email protected]. When you are logging in for the first time you will be prompted to finish the registration process which will include the following: |
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Confirmation of Your Verified Email Address We will ask you to confirm your verified email address for the security of your account. To do so, please enter the verified email address most recently supplied to us. You will need to confirm the email twice, click ‘Save and Send Confirm Email”. |
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Receiving the Access PIN In order to complete the email verification, you will receive an email from [email protected] which will have your 3 digit pin which you will need to input on the portal to continue. This is a one-off request for the initial set up of the account. |
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Creating a New Password As a new user who is logging in for the first time, you will need to create a new permanent password. Password Rules |
Resetting Your Password
| In the event you forget your password, you will need to answer three security questions which you will set up on your initial login. Please complete these security questions which can be chosen from the drop-down menu. |  |
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You will then be able to use the ‘Forgotten Your Password’ link on the login screen to reset your password. An email will be sent to your verified email which will allow you to reset your password. It is important to note that if you enter the incorrect information 3 times or more the account is automatically locked. If this occurs, please contact our Client Services team who will unlock your account. |
Using Your Portal
Home Page
The home page displays key information about your account in a simple, easy-to-navigate format.
You can navigate through the portal by clicking each tab on the left-hand side of the page.
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My Details
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My Details page contains your core account details with options to view your current financial information, knowledge and experience, investment objectives, attitude to risk, and other important information which we have on file for you. |
| In the My Details section under My Cantor Account Details, you have the ability to change your password, set up your security questions, enable two-factor authentication, update your consent preferences, and update your email address. |  |
My Documents
My Documents allows you to view all correspondence which we have issued to you regarding your account. You can view your documents in chronological order or, using the expandable folders located on the left, you can choose the documents you wish to view by category. In order to open the document, click on the PDF button next to the Description.
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My Portfolio
My Portfolio allows you to drill down into your Portfolio Holdings where you can view by Asset Allocation, Unrealised P&L, and by Income. You can view graphs by holding and export details in Excel or PDF format.
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My Transactions
My Portfolio allows you to drill down into your Portfolio Holdings where you can view by Asset Allocation, Unrealised P&L, and by Income. You can view graphs by holding and export details in Excel or PDF format.
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