Sample screen grabs from Buy & Switch Service

Chartwell Buy & Switch home page
This is what you will see when you visit the Buy and Switch site – click on the image to be taken straight there

 

Chartwell Buy & Switch Log In page
If you are currently a Cofunds client and would like to sign up to use the Buy and Switch service please use the ‘Not yet registered’ section of this page.
For clients who have already been using the Buy and Switch service please log in as normal using the ‘Customer Log in’ on the left.
If you wish to purchase funds through Cofunds please follow the ‘New Customer’ link
If you are interested in transferring your holdings to the Cofunds platform please follow this link: literature library 

 

Chartwell Buy & Switch View Portfolio page
Once registered you can view your entire Cofunds portfolio

Chartwell Buy & Switch Transaction History page
Your registration will allow you to view all the transactions that have taken place on your portfolio, with the ability to change the search options to make the search as specific or wide as you’d prefer.

Chartwell Buy & Switch Correspondence page
All of your correspondence from Cofunds appears online, easily accessible for you to check statements online.

Chartwell Buy & Switch, Switch Funds page
You will have the ability to Buy and Switch funds online 24/7