Your Account section includes information on any SIPP and ISA subscriptions you have made for the current tax year, overall myKillik Settings, and a Payments section which provides the information needed to make a payment to your Killik account.
1. Your Details:
To update any of your details please get in contact with your advisor directly.
2. ISA Subscription;
Check here to see how much of your ISA subscription limit you have used in the current year. Use the drop down to switch between accounts to check all of the ISA limits for accounts you have access to.
3. SIPP Contributions:
Check here to see how much you have contributed to your SIPP in the current tax year.
4. Making Payments:
Check how to make payments under this tab, either by Bank Transfer or Cheque.
There is the option to choose the Account Holder for which the payment is going into, and the Service that the payment will go to.
The Killik account reference will then be automatically populated for you to include as the reference on your bank transfer or on the reverse of your cheque.
5. Settings:
Use settings to change the layout of your account:
- Hide accounts with £0 value: enable this feature to remove any accounts with a £0 value from view
- Compact View: enable this feature to see more on the screen at one time
- Dashboard layout: change your dashboard layout from Classic View to Advised View. This restructures the layout of your Dashboard for an Advised service view, and introduces information and charting on your investments broken down by sector.
- Show Colours for Investment Change: enable this feature to see percentage and value change in green and red on your Investments page.
- Privacy Lock: use this feature to enable a privacy lock, allowing you to stay logged in to your account but still ensure high security. Please see the Privacy Lock help page for details on how to set this up.
-Enable Total % Change: enable this feature to show your total % change on the Investments page.
6. Support:
Click here to find out how to get in contact with our support team if you are having any difficulties using myKillik.