Introducing the new “MyLogic” portal
In your Logic Team Update earlier in the year, we announced the imminent arrival of “MyLogic”.
Our all-new client portal – also available as an app – will give you complete access to your financial life, allowing you to view and control your pensions, investments, and insurance from one place.
We have been testing the new portal over the last few weeks and are excited to announce that we are now ready to roll it out!
Keep reading to find out how to access the portal, what it will enable you to do, and what it means for you.
What is MyLogic?
MyLogic allows you to take control of your finances
The new portal is designed to give you more control over your finances.
Whether on your desktop or as an app on your tablet or smartphone, you’ll be able to check up on your pensions or investments at home and on the move.
You’ll find an overview of your current position, as well as being able to delve deeper. You can monitor your investments, track the value of your property, and keep important documents safe and secure.
You can even receive reminders of upcoming financial events and milestones, so you never need to miss an important deadline again.
Use privacy controls to keep your information safe
The new portal will gather all your financial paperwork – reports, valuations, and other statements – filing them automatically and securely so you can access them whenever you need them.
MyLogic safeguards your data using bank-level security and encryption. Not only that, but you can also further protect your mobile app with your own six-digit pin, while privacy controls mean that you decide who you share information with.
You can use the portal to communicate directly with us, sharing documents securely, removing the need for posted hard copies or even email. And with all your financial information in one place, you won’t need to access multiple sites, reducing the risk of online fraud.
You’ll have financial peace of mind
With all your details held securely in one place, you put yourself firmly in control.
You’ll have peace of mind that all your important details can be accessed in an emergency, quickly and easily.
Storing your information digitally will help to cut down on unnecessary paper waste, helping the environment too.
When can I start using MyLogic?
Your adviser will discuss MyLogic at your next review
At each forthcoming annual review, your Logic adviser will talk you through the portal, explaining what it can do for you.
You’ll no doubt have questions and your adviser will be able to answer those for you.
From why you should use MyLogic, to how you log on, securely message us, and keep track of your various investments, we can talk you through the portal so that you have the confidence to make full use of its functionality.
Your adviser can supply login details and get you started, leaving you to explore the portal at your leisure.
If you want to access MyLogic before your review, get in touch
Your annual review might still be many months off.
If you’d like to access MyLogic sooner – reaping the benefits and taking advantage of being in financial control – we can help you do that.
Get in touch and we can supply a login and all the information you’ll need to get started.
Get in touch
At Logic, we are very excited to be able to roll out the MyLogic portal.
The elegant design makes it simple to navigate and easy to use, giving you instant access to the whole of your finances.
You can be safe in the knowledge that your data is secure and that your Logic adviser is only ever a click away.
If you have any questions about the MyLogic portal or would like to request a login, please email us at firstname.lastname@example.org or check with your adviser.