NS&I goes digital for advisers with online portal

Through the portal, NS&I said, advisers could view a list of client holdings, as well asindividual portfolios and the transaction history of an account. They will also be able to use the portal to arrive at a valuation of fixed-term accounts and see maturity dates and view premium bond prize histories. NS&I has also undertaken to update the service, saying this launch is only a first version. It said advisers could expect to see joint account information and trust account information added later in 2019. The online portal release comes more than 12 months after the HM Treasury-backed ...