Charles Stanley My Accounts 4+

Monitor your investments

Charles Stanley & Co. Limited

Designed for iPad

    • 4.3 • 4 Ratings
    • Free

Screenshots

Description

Charles Stanley Wealth Managers seek to help you create a more secure financial future. With over 200 years of experience, we have created financial security for tens of thousands of people with a wide range of Financial Planning and Investment Management services.


The “MyCS” app allows clients of Charles Stanley who are registered for online account viewing, to access their accounts through their iPhone or iPad's.
With this app, Charles Stanley offers you access to:
• Pay money into your accounts
• Near real-time Portfolio Valuations and Cash Transactions
• Investment Reports, Tax Packs and other important documents
• Portfolio changes, including corporate action movements and contract notes
• General market data, price alerts and news
• Secure two-way messaging directly with your Investment Manager
To gain access to the App, you should log in using the credentials you chose when registering on the MyCS website. If you have not yet done so, please contact your account manager.
At Charles Stanley, we are committed to improving our client's satisfaction and experience, by continually bringing new functionality and improved look and feel to enhance your user experience. At the same time, we will always ensure that we maintain the security of the App for your peace of mind.


The value of investments, and the income derived from them, 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 6.1.0

Bug fixes and enhancements.

Ratings and Reviews

4.3 out of 5
4 Ratings

4 Ratings

CarolynM71 ,

Almost there

I find this app very useful for keeping an eye on my investments. The only thing I find annoying is when I go to look at statements it defaults to the last date I looked at. Why not default to the last 30 days and then allow for changes? The first few times I used it I didn’t realise this and just thought there hadn’t been any further transactions.

lh49 ,

Good when it works

Decent app let down by the fact the service is constantly unavailable. Find a way to update your software without taking everything offline all the time 🤯🤯🤯🤯

αβγδεθηζ ,

Not for the average investor

The previous version was more user friendly and simpler to find your way around. This is complicated by trying to provide far too much information and the information that non- professional investors may want is not the default. Most annoying is that the statements don’t update automatically. Set the filter to the last 30 days on 30 March and you get the whole of March. Come back on 30th April, it shows “last 30 days” but you will still get the same statement for March and not April. You then have to re-set it manually. Frustrating.

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

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