Education Centre

Client Portal

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

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:
1. Confirmation of your email address
2. Receiving the access PIN
3. Creating a new permanent password

 

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”.

 

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.

 

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
1. Must contain all of the following:
a) at least one uppercase letter
b) at least one lowercase letter
c) at least one number
d) at least one of the following special characters: ! “ # $ % & ( ) ` * + , – / : ; < = > ? _
2. Must be 8-16 characters in length.
3. Must not contain a repeating set of 3 or more characters, ie. “aa” is allowed, but “aaa” is not.
4. Must not contain spaces.
5. Must not contain the username or reverse of the username.
6. Must not contain any part (first or second) or the reverse of any part of the user’s name that is
longer than 3 characters, ie. “Ed” is allowed but “Eddie” is not.

 

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.

 

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.

 


 

My Details

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.


 

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.

 


 

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.