Frog Financial Management has a Portal service for our clients, which is a free secure encrypted environment, to safely share sensitive documents and personal information.
Frog will use the Portal to correspond with you for all relevant sensitive information. You will receive email and text notifications, as and when there are actions or information for you.
About the Portal
Peace of mind that the Frog Financial Management Portal uses the same high-level encryption and security measures used by your bank and other financial institutions.
Allows you and Frog Financial Management to process applications faster, by removing manual paperwork.
Your Personal Digital Vault
Allows you to receive and store any file safely and securely.
You will have the ability to upgrade your Portal by selecting the ‘Free Upgrade’ button, so please do this when you first login. This will provide additional functionality, including My Wealth, Portfolio and Concierge.
The Portfolio Manager
View your total net worth and all your financial products in one place. Changes to your portfolio, such as property valuations will automatically update your summary. Products within the portfolio can be used to project your total net worth through to retirement.
Complete or update your Factfinding information using any web enabled device. Update any information we hold for you, including budget planner, at any time.
Upload documents to the Portal and Frog will receive instant notifications, making processing faster and more concise.
You will receive an email inviting you to join the Frog Financial Management Portal, which will contain a link to the simple registration screen. Simultaneously, you will receive a text from ‘FROGFIN’ containing a unique verification code that you will need as part of the registration. Please note, for security reasons, this code is time sensitive and needs to be used soon after receipt.
To complete registration, create your own password to access the Portal at any time going forward.
Please make a note of your password for all future access.
Suitable web browser
For the best experience, please use Google Chrome, Microsoft Edge or Internet Explorer. Other browsers sometimes don’t recognise file types when downloading documents from the Portal, such as PDF’s.
Frog Financial Management will use the Portal to correspond with you for all relevant sensitive information. You will receive email and text notifications, as and when there are actions or information for you.
Your Portal access will contain the specific information needed for us to advise on and manage your mortgage needs.
Once registered, you can access the Portal at any time from our website at this page.