New Frequent Trader platform

On Sunday 21 January 2018 The Frequent Trader online dealing and valuation service, provided by James Brearley & Sons, is planning an upgrade. As a result, you will need to register your account on the new website. The data shown on your account is due to be refreshed over the weekend as the migration takes place. 

Once you set up your account on the new website, you should benefit from: 

  • Live updates and account activity showed in real time throughout the day
  • Additional security including a passphrase authentication
  • Additional search functionality to select a stock
  • Additional pie charts driven by asset type and primary sectors
  • All emails being available online in the documents section
  • Up to the minute postings including payments, withdrawals, dividends and corporate events
  • Daily valuations
  • The ability to view the confirmation note behind a trade and the terms driving a corporate event
  • The ability to filter out on income and capital on the cash statement
  • The ability to switch from one stock and invest the proceeds into six other stocks, indicating the % in each

How do I get started?

Simply click on the button at the bottom of this page. You will be asked to insert your account number, surname, forename(s), postcode and provide some security information for future validation. See a step-by-step guide below.

Will my account number change?

Yes, your account number will have an extra 5 added to the end of your existing account number. As an example, account number 444444 will become 4444445.

Will my username change?

Yes,  your username will change. This will be provided as part of the setup process – please see step-by-step guide below.

What if I have problems registering my account?

Please call James Brearley & Sons' Online Services team on 01253 831 211.

Step-by-step guide to setting up your account

Step 1 of 7 - Register

Go to the new website to register your details. Please note, whilst the website is being migrated there might be short periods when it is not available. 

Frequent Trader new account set up - step 1

Please note: 

Account number: key in your current account number and add an extra 5 to the end (e.g. 444444 becomes account number 4444445)

Favourite object and memorable place: These should not contain any symbols or numbers and is not case sensitive

Once you have filled in all the fields, please click submit.

Step 2 of 7 – Online access

The screen shown below will appear confirming that online access has been enabled.

Frequent Trader new account set up - step 2

Please make a note of your username. This will be the only time this information will be provided. 

Once you have noted your username, which is case sensitive, please click the button labelled “Back to Login”.

Step 3 of 7 – Temporary login details by email

You should receive two emails with the subject “Registration Details” at the email address James Brearley hold on file for you.

Email 1 contains your temporary password

Frequent Trader new account set up - step 3

Email 2 contains your temporary passphrase

Frequent Trader new account set up - step 4

Step 4 of 7 – Temporary login

You should now have all the necessary information to log in for the first time: please insert the username provided as part of step 2 and the temporary password provided to you by email.

Frequent Trader new account set up - step 5

Once you have inserted your username and temporary password please click the button labelled “Login”. This will take you to the next screen, where you will be asked to change your temporary password.

Step 5 of 7 – Change password

Frequent Trader new account set up - step 6

Please note:

The username will be automatically displayed on the page. 

Your current password is the temporary password provided by email. 

When you choose a new password, please ensure that it contains at least three of the following: uppercase character, lower case character, numbers and special characters.

Once you have confirmed your new password, please click the button labelled “Change password”. This will take you to the next screen, where you will be asked to change your temporary passphrase.

Step 6 of 7 – Change passphrase

Frequent Trader new account set up - step 7

Please note:

The username will be automatically displayed on the page. 

Your current passphrase is the temporary passphrase provided by email. 

The new passphrase should be a minimum of 8 characters and is case sensitive

Once you have confirmed your new passphrase, please click the button labelled “Change passphrase”. 

Step 7 of 7 – First login

Frequent Trader new account set up - step 8

Once you have inserted your password, date of birth, favourite object and favourite place please click the button labelled “Login” to access your account.

New Frequent Trader platform

Set up your account on the new Frequent Trader platform provided by James Brearley & Sons. Please note, whilst the website is being migrated there might be short periods when it is not available.

Set up your account