Ethica Capital
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Customer portal

The customer portal is for people who already have a customer relationship with Ethica. It focuses on investment information and account details, not on staff administration.

Getting started

  1. Open the customer portal URL your organization provides.
  2. Sign in with the credentials you were given or that you set during onboarding.
  3. Complete any first-time steps your organization requires, such as:
    • Changing a temporary password
    • Accepting terms and conditions
    • Setting up additional sign-in security (for example, an authenticator app), if prompted

Until those steps are finished, the portal may redirect you to the relevant screen before you reach the main dashboard.

Main areas

Investment

The Investment section is where customers review investment-related information your organization exposes in the portal. Use it for self-service visibility into positions or activity, according to what your product configuration allows.

Account details

Account details is where customers view or update personal or account information, within the rules your organization sets. Some changes may still require staff approval on the internal side if your process works that way.

Signing out

Use Sign out when you finish, especially on shared devices.

If something looks wrong

  • Confirm you are using the correct portal URL and account.
  • If you suspect a technical error, contact your Ethica support channel; staff can use internal tools and logs where appropriate.