My7IM Help Centre

First time logging onto My7IM

My7IM requires three pieces of information when you log on, a username which will be sent to you via email and two distinct forms of identification.

The first form is your password; we will send you a temporary password via text message and you will be asked to create a new one at the relevant step.  The second form is a verification code that will be either sent to your mobile phone or to your email address whichever you decide.

For your first login you will need to go through the following steps:

1

Username & temporary password

Your financial adviser will send you your My7IM username via email, and temporary password via text message. Enter your username and temporary password into the My7IM login page.

2

Email or text? You choose

Choose if you would like to receive your verification code via email or text. Once you have selected your verification code will be sent.

3

Verification

Enter the verification code you received when prompted. As one final check we will send you one more verification code, which you will need to enter.

4

Create your new password

You will then need to create a new password. Your new password will need to be 10 characters and contain at least three of the following characters: Alphanumeric, Uppercase, Lowercase, Punctuation.

5

Review and sign in

Read, review, and agree to the 7IM Online Services Terms and Conditions.

6

Set security questions

My7IM will request that you set up two security questions, these will be used in the future to support you if you forget your password. Now you can start enjoying the benefits of My7IM.

Start using My7IM

If you have just started talking to 7IM, we will initially provide you with the messages and documents functionality, allowing us to securely share information with you, like meeting appointments and documents.

Once we have opened your accounts the functionality expands and you can view your account valuations, transactions, asset allocation, and your portfolio performance.

My7IM Login

Where to access My7IM

If you have received your My7IM login details, you can log on today via the website or download our app.

My7IM Login

Login to your My7IM account to view your investments, documents and messages.

Log in

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7IM Help Centre

Need help?

 

Our friendly team are on hand to help you access and use the My7IM client portal.