James Hay Online
James Hay Online Demonstration Videos
To watch a demonstration of some of the key functionality and tools in action, click on any of the short video clips below.
You can watch the videos through our YouTube channel, with alternative versions hosted on our website that can be played in QuickTime or Windows Media Player. For optimum image quality please use the Full Screen option (typically found at the bottom right hand corner of the media player).
Where this site contains links to other sites and resources provided by third parties, these links are provided for your information only. James Hay Partnership has no control over the contents of those sites or resources, and accepts no responsibility for them or for any loss or damage that may arise from your use of them.
A tool to help you take full control of your investments online.
James Hay Online is a SIPP and Wrap administration and trading platform for advisers and clients of the James Hay Partnership. It is a secure online service designed to help you maximise the advantages of your SIPP, SSAS or Wrap 24 hours a day, 7 days a week.
James Hay Online offers access to a multitude of information and tools including:
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Valuation and transaction records
See your investments, cash balance and other assets on one screen, providing you with an up to date valuation and historical record of transaction such as income, benefits taken, and trades in and out.
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Online trading
You can buy, sell and switch Investment Centre funds online on a regular or ad hoc basis, including free next day switching.
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Transaction history
You can view transactions and specify the time period to tailor the information displayed according to preferences.
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Secure messaging
A secure message facility is available which enables you to communicate with us confidentially and securely. It provides a way for you to correspond with us via the click of a button.
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Easy to use
James Hay Online is a well-established online system and has gone through extensive end user testing and we believe you will find both the navigation and tools highly intuitive and easy to use.
You can read more about the array of functionality and tools by accessing the James Hay Online Factsheet.
Not registered for James Hay Online?
By registering for James Hay Online, you will have access to a highly intuitive tools and a wealth of information; both designed to help you manage your investments within your SIPP.
You can register for James Hay Online by completing the relevant online registration pack. Access to the registration packs can be accessed below.
Online Registration Pack (for Client Representatives)
Online Registration Pack (for Members)
You will receive confirmation of your registration and a secure pin for your login. Your login details will be the memorable data you provided on your registration form. Registration normally takes a maximum of 10 working days to complete.
If you registered for James Hay Online but have forgotten your password and passcode, you can contact us on 0845 850 4455 and reset this information using your memorable data supplied.