Frequently Asked Questions (FAQs) | 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. 

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 

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. 

1. Navigate to the "Account Actions" menu and select "Know Your Customer." 

1. 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 Authorised 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 Authorised Signatory List upload function please see our user guide. 

To upload your new Instructions securely for action by Insight Client Services: 

1. Log in to the Insight Client Portal. 

1. Navigate to the "Account Actions" menu and select "Client Instructions" 

1. Follow the instructions to upload your instructions to the portal for action. 

For more information on using the Client Instruction upload function please see our user guide: 

To request a cancellation of a client instruction: 

1. Log in to the Insight Client Portal. 

1. Navigate to the "Account Actions" menu and select "Client Instructions" 

1. Find the instruction you would like to cancel and if the cancellation request option is available you may click on the button. 

Please note, depending on how advanced within the process your instruction is, your request to cancel may not be possible. 

For more information on using the Client Instruction upload function please see our user guide. 

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. 

1. Navigate to the “Profile” section on the menu. 

1. 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. 

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. 

1. From the Documents page, navigate to the "Investment Reports" or “Valuations” folder through the left hand folder navigation. 

1. 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. 

Clarify compatibility with Chrome, Edge, Safari, mobile/tablet access, etc. 

Explain how to request or manage delegated access and what permissions are granted. 

Include information on email notifications or in-portal alerts. 

Contact Client Services to request that Client Portal Notifications are switched off 

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. 

Contact your client services team 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 for further support.