MyLucent - Our Client Portal
We are in the process of migrating all of our clients to MyLucent, a secure portal that stores all your information and gives you a snapshot of your entire financial life in an easy to navigate dashboard. It is also the best way to communicate with us securely when you need us.
Existing Clients - How to Switch to MyLucent
If you have access to our legacy client portal, migrating you to MyLucent is a seamless process.
Next Steps
1) When you're ready to switch over simply click the button below.
2) Our team will ensure your MyLucent portal is set up for you.
3) You'll then receive an email with a link to MyLucent and new login details.
4) Log into MyLucent to access your financial information.
New Clients - Get Set Up on MyLucent
If you recently became a client and do not have access yet, getting set up on MyLucent is quick and simple.
Next Steps
1) When you're ready to switch over simply click the button below.
2) Our team will ensure your MyLucent portal is set up for you.
3) You'll then receive an email with a link to MyLucent and new login details.
4) Log into MyLucent to access your financial information.
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Keeping Your Finances Secure, Tracked & Organised
MyLucent gives you a clear, uncomplicated view of your finances in one place. Your investments, savings, pensions, insurances, bank accounts, credit cards, store cards, mortgages, loans and property alongside all the associated paperwork.
On your desktop and as an app on your tablet and smart phone, your finances are beautifully brought together under a single login accessible to you at any time, wherever you are.
Keep track of your investments
MyLucent makes it easy to see how your investments are doing. Valuations are updated daily and build into a history across your entire portfolio.
Everything summarised
Your dashboard gives you a snapshot of your entire financial life and an easy navigation point to everything you need. Personalise it to display the information that matters to you most.
Your personal financial assistant
Keep an eye on upcoming renewals, payments, income and maturities. Add your own key events such as MOTs, road tax and HMRC payments.
See where your money goes
Access your bank accounts, credit cards and store cards together under one secure login. MyLucent helps you keep track of your income and spending and shows where your money is really going.
Your property valued
Want to know what your home is worth?Enter your house number and postcode and MyLucent will display your property details and track its value using Land Registry data.
A true picture of your net worth
MyLucent tracks the value of your assets and liabilities over time. For you, your partner, your dependants, your trusts, your companies: all brought together into a single view.
Access your insurances when you need them
Your policy details are stored next to the things they relate to e.g. your home insurance next to your home. MyLucent reassures you that in the event of an emergency you can access the information you need quickly and easily.
Secure and timely communications
MyLucent ensures that your personal data is exchanged using only the most secure methods. Notifications alert you when important messages or documents are waiting to be read.
Keep Your Important Documents Safe
Store all your paperwork including wills, property deeds, insurance contracts, policy documents, valuations and statements. MyLucent keeps your important financial documents safe, secure and accessible.
Your Lucent Financial Planning adviser can share documents and reports with you so you can read them when it's convenient. Simply log in to MyLucent from any device and your important financial documents will be there waiting for you.
Enhanced Privacy Controls
Our privacy controls allow you to decide who your information is shared with, for example
your partner or your adviser. Set your privacy defaults when you first log in and easily change this for individual financial items you add to your account. MyLucent ensures that you are always in control of your data.
Your Data is Always Protected
We take the security of your personal and financial information very seriously and MyLucent makes sure that your data is safeguarded using bank level security and encryption. Our mobile
app is further protected with your own six-digit pin and registered to your personal device.
Got a question about getting set up on MyLucent?
Contact Lucent today so we can help you get started with MyLucent which gives you all this:
- Your personal digital filing cabinet with all your finances organised and updated.
- Financial peace of mind in your pocket, knowing that your most valuable records are safe and accessible.
- No need to log on to multiple financial sites, helping to reduce the risk of online fraud.
- Access your information when you need it from any device.
If you want access to MyLucent, call our team.