How to log-in to Your Account

How to Log-in to Your Account

What is ‘Your Account’? ‘Your Account’ is our online member area that allows you to register and log-in to manage the money you invest with Shepherds Friendly, quicker and easier than over the phone or by post.

What can I do on ‘Your Account’?

There is a range of things you can do on your account. Currently, you can:

– View your plan details and recent transactions
– Check how your plan is performing
–  Make online payments to your ISA quickly and securely
– Keep up to date with the latest Shepherds Friendly promotions and offers

How do I register?

Registering your account is simple and consists of a few steps that you’ll need to follow before you can view your account online. Your security is important to us. Therefore, we request that you go through a number of security steps before you can log-on and view ‘Your Account’. This process is in place to help us to prevent unauthorised users from gaining access to your account.

Follow the process below to register for ‘Your Account’:

  • Step 1: Fill in your details.

The form will include creating a memorable password. The password you create will become a part of the two-step verification process that you will take every time you log-in to keep Your Account secure from unwanted visitors.

  • Step 2: Confirm your email address – this will act as your username.

You will receive an email from Shepherds Friendly asking you to confirm your email address by clicking on a verification link. Click on the link, and that is your email verified. You will not have to do this again unless you change your email address.

  • Step 3: Confirm your mobile number.

We will send you a text message that will contain a six-digit code. Enter this code to register. The text-message code process will become the second part of the two-step verification, and you will need to enter a unique pin code every time you log-in.

Note: If you don’t have a mobile phone, the pin code can be sent to you by email.

  • Step 4: Finally, confirm your home address.

We will send you a letter by post that includes a seven digit verification code. Once you have the letter from us, you can complete the registration process by entering this the first time you log-in to Your Account.

Yes, this does mean that you can’t log-in straight away but once all these checks are complete, it means you can log-in to your account as and when you please, knowing that the checks have been made and your online safety has been well and truly taken care of by Shepherds Friendly.

If you need more information regarding member log-in, give our member services team a call on 0161 428 1212, and they will be happy to assist you.

Please note: All information within Your Resource Centre is correct at the time of publication, and we make every effort to keep content accurate. However sometimes information may be out of date. You should not rely on this information when making financial decisions as no financial advice has been given. The information reflects the view of the author and not that of Shepherds Friendly Society.

If you’re not sure what to do when making financial decisions then you should consult a financial adviser, who will likely charge for any advice that is given.

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