Why Go?

    There are over 38,000 clients using Nucleus Go today. Clients have 24/7 online access to their portfolios and can access Go via mobile.  

    The functionality lets clients access important correspondence and see transactions on their accounts. We've plenty more planned for Nucleus Go in 2020 to help you deliver a great client proposition.

    Our ongoing 2020 developments include access to fund factsheets, online client authorisations and an adviser login.










    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.