• • Select ‘Forgotten Web User Account ID’ on the login screen.

• • It will ask you to select your user type.  

    • • Please select investor.

• • Enter your email address.  

    • • Please note, this must be the email address registered to your account with us.

• • You should receive an email with a reminder of your web user account ID. 

    • • If you don’t receive the email, please check your spam or junk folder in case it’s gone there.

• • If you need to update your email address, or if you don’t receive the email, please either contact your financial adviser or call our client services team on 0345 680 8000.

Select ‘forgotten password’ on the login screen.

• • It will ask you for your web user account ID and the email address we hold on file.

• • Shortly after, you should receive an email with the reset password link. Please note that this link is only valid for 24 hours. If you don’t receive the email, check your spam or junk folder in case it’s gone there.

• • Once you have the email, click the link. It’ll take you to a page where you can change your password.

• • It will ask you to enter your Date of Birth (in the format 01/01/1991), choose your new password and answer a security question.

• • If you need to update your email address, or if you don’t receive the email, please either contact your financial adviser or call our client services team on 0345 680 8000.

• • Once your password has been reset, you should then be able to log in to your account with your new password.

It’s likely that your link has expired. For security reasons, the links only last for 24 hours.

We recommend redoing the process for forgotten web user account ID or forgotten password. This will send you a new link.

If you’re still experiencing issues when accessing the link, please give us a call on 0345 680 8000.

Novia Financial recently rebranded to Wealthtime, and the platform previously called Wealthtime rebranded to Wealthtime Select. If you aren’t sure which platform you use, speak to your financial adviser or to our client services team.

If you have an ‘online access code’ rather than a ‘web user account ID’, this means you’re a client of Wealthtime Select, the sister company of Wealthtime.

If you are a Wealthtime Select user, and you’d like to log in to your platform account:

• • Go to our website:

• • Make sure you’re on the investor area of the website.

• • Click ‘login’.

• • From the two tiles, choose the Wealthtime Select platform and follow the login process.

Online access can be set up by your financial adviser, so we recommend speaking to them first.

If you don’t have a financial adviser, then please give us a call on 0345 680 8000.

Firstly, we recommend accessing our website through a computer or a tablet. This is to make sure that you can see everything you need to all in one place.

If you’re doing this but you’re still encountering problems, we’d recommend trying the following steps:

• • Go directly to our website, rather than following a bookmarked link.

    • • If you followed a bookmarked link, this could potentially be causing issues. We don’t recommend using a bookmarked link to get to the platform login as we sometimes update the website.

• • Log in and log out of the website.

    • • Make sure you fully close the browser window before trying again.

• • Try using a private window on your browser.

    • • Or try using a different browser entirely (eg Google Chrome or Microsoft Edge).
    • • Doing this means you can be sure that your saved browser information isn’t interfering with the login process.

• • Give it some time.

    • • Sometimes we carry out platform maintenance, or we might experience some server issues. Try again later when the maintenance may be completed, or the problem may be resolved. This is usually within 24 hours.

If you’re still experiencing the issue after following these steps, we’d appreciate it if you could take a screenshot of the issue, and email it to us at clientservices@wealthtime.com. Please also give us your web user account ID, and the details of exactly what you’re experiencing and the steps you’ve tried to resolve it. We can then investigate fully.