FESTIVE OPENING HOURS: Our contact centre Mutual Direct will be closed 25-26th December and 28th December & 1st January. If planning a visit to your local agency office please ring ahead to check that they are open.

FESTIVE OPENING HOURS: Our contact centre Mutual Direct will be closed 25-26th December and 28th December & 1st January. If planning a visit to your local agency office please ring ahead to check that they are open.

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View the performance of my plan

How to view the performance of your plan

All plan holders

Regardless of the type of plan you hold, you can request to receive information about your plan by post.

Request plan information

Select ISA, Select Junior ISA, Select Pension and Select Investment Plan holders

You have the option to view the value of your funds, see your transaction history and view important documents online through the My Investments Service.

Already have a My Investments account?

Log in

If you don't already have a My Investments account you can register for one online via our website:

Register

Please note: when you register you will be agreeing to receive paperless statements, with documents made available to view online. This will mean that you will no longer receive statements in the post. 

If you'd prefer to continue to receive information about your plan through the post you can make a request online:

Request plan information

Frequently asked questions