Why Go?

    There are over 45,000 clients using Nucleus Go today. Clients have 24/7 online access to their portfolios and can access Go via mobile.  

    The functionality gives easy access to commonly-requested information such as money paid in, withdrawals, fund switches, holdings, gains and losses, over any date range they like. Clients can easily view and download their Nucleus documentation themselves, and update their correspondence preferences to view documentation online rather than receiving paper copies.



    Introducing our Go iOS app

    We now have an iOS version of Nucleus Go available for download from the Apple App Store.

    We’ve harnessed some of the features available in iOS to improve the user experience, from log in to viewing and downloading correspondence.

    Downloading the app

    Simply open the App Store on your device and search for Nucleus Go. Once downloaded, existing Go users are presented with their familiar log in screen. For first time users, we’ve provided instructions on how to register.

    App specific features and improvements

    There’s a number of new features which are specific to the iOS app and differ slightly from the online Go website. This is because we can use iOS features to optimise the user experience.

    • Biometric login – once set up, users can log in to Go quickly via face ID or touch ID (depending on device).
    • Improved Go user experience - we’ve created a new settings page to make it easy to switch Biometric login on or off, change password, and a quick and easy document preference option.
    • Enhanced viewing capabilities – users can view documents within the app, as well as save and share with other apps.
    • Adviser view - available via the app, with the option to view all clients in a read only format, as well as the ability to search and switch between clients.

    As with the web version of Go, if you have provided us with them, the app will display your firm's logo and colours.

    For the moment our app is only available on Apple devices, but we’re working on an Android equivalent in the future.

    Are your clients registered on Go?


    You can find out by running a client login report which can be found under the reports tab of the platform. The report will show your clients, their login status and user-name.

    If your client is registered on Go with no issues their status will show as 'OK'.

    If your client has a status of 'Not registered' or 'Locked out', you can help them access Nucleus Go by clicking on the buttons below for more details.





    Not registered - three easy steps



    Check that your client's email address is correct.






    Enable online access by selecting 'client site access' on the client details page.






    We'll issue a registration email and letter to your client. All they need to do is follow the instructions provided to register from the Go log in screen.






    Locked out - four easy steps


    Make sure your client has provided their correct email address.


    Ask your client to complete the 'forgot your password' form on the Go login page.


    We'll email them a code to use when completing the form. Your client just needs to select the link in the email to access the pre-filled 'forgot your password' form.


    Your client should select a new password. They can't use a previous password.


    Lost registration details - four easy steps



    Provide your client with their username from the 'client login' report on the platform, and check their email address is correct.


    Direct them to complete the 'forgot your password' form on the Go login page using their username.


    We'll email them a code to use when completing the form. Your client just needs to select the link in the email to access the pre-filled 'forgot your password' form.


    Your client should select a new password. They can't use a previous password.

    Detailed information at a glance

    Go is clear, simple and intuitive and allows your clients to view detailed information on the value of their portfolios over time.

    They can view the current valuation of their accounts or portfolio as well as details of the assets they hold. It lets your clients track the performance of their portfolios and accounts over any time period, either online or via our Nucleus Go iOS app.