Client View is an exclusive, secure, online portal that provides you with access to all of the accounts you hold with Simply Money.
Click here for a quick overview.
If you would like to obtain access to the Client View for your Simply Money accounts, please click here to request a username and password.
For access to the old client login, click here.
Gain additional access to your financial accounts. Account statements and tax-related documents are available directly from the custodian’s website.