Frequently Asked Questions (FAQs) (NA) | Insight Investment

The Insight Client Portal is a secure online platform designed for Insight Investment clients to manage their accounts, access reports, and upload necessary documents and instructions.

When you first register for the Insight Client Portal you will be provided with default access to the Documents page where you can access reports and documents for the current calendar year and the previous three calendar years.

In addition, you can request access to other features of the Insight Client Portal which include:

• Authorized Signatory List upload
• Know Your Customer Document Requests upload.

If you require access to these additional features then please contact your Client Services Team or send an email  to ClientServiceNA@insightinvestment.com

To register, navigate to the login page on the Insight Client Portal and click on the ‘Sign Up’ link. You will need to provide your account details and follow the on-screen instructions. Once your registration is approved, you will receive a confirmation email. 

For further instructions on how to register for the client portal, please review our user guide here. 

Yes, multi-factor authentication is required to enhance the security of your account. You will need to set up MFA during the registration process. 

How to Set Up MFA on a Mobile Device: 

1. Install an Authenticator App: 

• Download and install an authenticator app that supports time-based one-time password (TOTP) verification, such as the Microsoft Authenticator app, on your mobile device. 

1. Scan QR Code or Enter Code Manually: 

During registration or first login, you will be prompted to scan a QR code or enter a code manually using the authenticator app. 

For further information please see our registration guide which you can download here

If you forget your password, click on the "Forgot Password" link on the login page. You will be prompted to enter your registered email address. Please follow the instructions given during the process. 

To upload KYC documents: 

1. Log in to the Insight Client Portal. 
2. Navigate to the "Account Actions" menu and select "Know Your Customer." 
3. Follow the instructions to upload the required documents. 

For more information on using the KYC please see our user guide here. 

To upload your new Authorized Signatory Lists securely for review by Insight Client Services: 

1. Log in to the Insight Client Portal. 
2. Navigate to the "Account Actions" menu and select "Upload Authorised Signatory List" 
3. Follow the instructions to upload the required documents. 

For more information on using the Authorized Signatory List upload function please see our user guide here. 

You can request a change to your email address or profile details by logging into the portal and navigating to the "Profile" section. Here, you can request your changes and review information relating to your client account such as who else has access to the documents and data in your account. 

Email change requests are reviewed manually. If approved, you’ll receive confirmation. If rejected, you’ll need to revert to your previous email to regain access. 

For further information on how to use the Profile page please see our user guide here. 

To access this data: 

1. Log in to the Insight Client Portal. 
2. Navigate to the “Profile” section on the menu. 
3. From the Profile page choose the client agreement you wish to review and the list of portal users with access to documents and data will also be displayed. 

If you see a user who should no longer have access to these documents please contact your client services representative or email ClientServiceNA@insightinvestment.com 

For further information on how to use the Profile page please see our user guide here. 

To access reports: 

1. Log in to the Insight Client Portal. 
2. From the Documents page, navigate to the "Investment Reports" or “Valuations” folder through the left hand folder navigation. 
3. Select the report you wish to view or download. 

For more information on browsing the documents section of the portal please see our user guide here. 

If you encounter an error, in the first instance please contact your client service team with the details of the issue. You can also check the error message for specific instructions or troubleshooting steps. 

For any support or assistance, or to gain access to any of the above client portal features you should contact your Insight Client Service Team or email ClientServiceNA@insightinvestment.com

The Insight Client Portal is compatible with modern Browser applications such as Microsoft Edge, Chrome, Safari etc.

If you would like one of your colleagues to sign up to the Insight Client Portal then please reach out to your insight Client Services Team with the new user's name and email address. Once we have completed our initial checks then we will send an invite to register for the portal.

Requests can also be made by emailing ClientServiceNA@insightinvestment.com

The Insight Client Portal will send you an email notification when a new document is available to view on the portal. You can opt-out of these email notifications by contacting your Insight Client Services Team or emailing ClientServiceNA@insightinvestment.com

The Documents page on the Insight Client Portal also displays a list of the 10 most recently added documents.

Contact your Insight Client Services Team (or email ClientServiceNA@insightinvestment.com) to request that Client Portal Notifications are switched off for you.

The client portal site is optimised for popular mobile browsers so there is no need for a separate mobile application. 

This means your registration is under review. You’ll receive an email once it’s approved. If you don’t hear back within 24 hours, contact your client services representative or email ClientServiceNA@insightinvestment.com

Contact your client services team (or email ClientServiceNA@insightinvestment.com) to request access to additional agreements or portfolios. 

During essential updates, temporary maintenance banners or page restrictions may appear. If access is restricted, wait for the update to complete or contact your client service team (or email ClientServiceNA@insightinvestment.com) for further support. 

In order maintain the effective security of the site and to keep your information safe we require that every Portal user signs up with an individual email address which is used exclusively by them. 

In this way we can maintain strict controls over who has access to your information