Charles Stanley Direct 4+
Start investing in your future
Charles Stanley & Co. Limited
-
- Free
Screenshots
Description
With over 200 years’ experience, Charles Stanley is here to help you achieve your financial goals and create a secure financial future.
Introducing our new look Charles Stanley app, improved to bring you everything you need to manage your investments on the go.
- Securely view and manage all your Charles Stanley accounts and investments in one place.
- Build and manage your investment portfolio by trading in our extensive universe of stocks, funds, ETFs and investment trusts.
- See your total portfolio value and its performance in real time.
- A wealth of information is available about each holding such as value, sell price, change in value, cost, historic yield and fund size.
- Interactive graphs show the performance of each investment over time.
- Customise your information by filtering your holdings alphabetically, by value, sell price, change in value, or cost.
- Pay money into your Charles Stanley account.
- Access all of your important documents in one place.
- Contact us with secure messaging from our supportive Helpdesk.
You need a Charles Stanley Direct account to use the app. To open an account, please visit www.charles-stanley-direct.co.uk If you require further support, please contact our Helpdesk on 0131 550 1234 or email helpdesk@charles-stanley-direct.co.uk. *Please note: Helpdesk open 7.30am - 5pm, Monday - Friday.
At Charles Stanley, we are committed to improving your satisfaction by continually bringing new and improved capabilities to enhance your user experience. At the same time, we will ensure we maintain the app’s security for your peace of mind.
Please note: The value of investments can fall as well as rise. Investors may get back less than invested. Past performance is not a reliable guide to future returns.
Charles Stanley & Co. Limited is a member of the London Stock Exchange, is authorised and regulated by the Financial Conduct Authority and is part of the Raymond James Financial, Inc. group of companies.
Charles Stanley & Co. Limited is registered in England number 1903304. Registered office: 55 Bishopsgate, London EC2N 3AS.
What’s New
Version 7.46.0
This version introduces some new functionality to let you know about our products and services. It also delivers some improvements on previous versions.
Ratings and Reviews
mobile data connection issues solved ..
Having used this app for years without issues, on upgrading to iPhone 13 I suddenly found I couldn’t log in when not connected to Wi-Fi, it kept saying I had no internet connection. I have read several other reviews with the same problem. I couldn’t resolve this within the app settings itself, but have now resolved it by going to the phone settings-app settings- CS app- switch on to use mobile data. Now it works fine! Maybe that helps others.
Developer Response ,
Thank you for taking the time to provide us with your great feedback and making us aware you have been experiencing an issue with your account. Our development team will take your suggestion into consideration, as we look at ways to improve your experience. If you need any further assistance please contact the helpdesk by emailing info@cs-d.co.uk or visiting www.charles-stanley-direc.co.uk/FAQ.
Poor upgrade
I have used the predecessor to this app for some time. OK this iPad update is prettier but it ends there. It has very limited functionality. The most irritating aspect for me is the poor visibility of the associated cash accounts. I cannot tell what dividends have been received and are due to be transferred to my bank account as there is only a single figure for cash on the account and no ability to drill down. Regular investments and corporate actions are not visible. Individual investments can be analysed but there are no tools for analysing an entire portfolio. Searching for new investments is abismal unless you know the formal stock codes. For instance, a search for ftse100 ETF returned hundreds of results with the top 2 being Chinese and the first UK equity fund coming in at number 41. CS really should have waited rolling the update out until it was somewhere near complete.
Developer Response ,
Hi there, thank you for taking the time to get in touch, we are sorry you have been experiencing problems. We really value your feedback as we are always looking at new ways to improve client experience.
A much improved experience
I had the old app and it was really not very user friendly. This new version of the app is much clearer, easier to use and better all round. Like all new apps, it will take a little while to get used to fully, but it’s a much better app now than it was before.
Developer Response ,
Hi there, thank you for taking the time to provide us with your great feedback. We really value your comments.
App Privacy
The developer, Charles Stanley & Co. Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy.
Data Linked to You
The following data may be collected and linked to your identity:
- Purchases
- Financial Info
- Contact Info
- User Content
- Identifiers
- Usage Data
- Sensitive Info
- Diagnostics
Privacy practices may vary based on, for example, the features you use or your age. Learn More
Information
- Provider
- Charles Stanley & Co Ltd
- Size
- 35.3 MB
- Category
- Finance
- Compatibility
-
- iPhone
- Requires iOS 15.0 or later.
- iPad
- Requires iPadOS 15.0 or later.
- iPod touch
- Requires iOS 15.0 or later.
- Languages
-
English
- Age Rating
- 4+
- Copyright
- © Charles Stanley & Co. Limited. All rights reserved
- Price
- Free