Online Help

Logging into myDavy and Two-factor authentication

If you are having trouble logging into your myDavy account, please follow the instructions in the video above, or contact us on +353 1 614 8900.

Logging in to myDavy

To login to myDavy click the “Login” button in the main menu and select myDavy.

On the myDavy login page, enter your username (6-digit number) and password, and click "Login". Please note your password is case sensitive.

Two-factor authentication

At Davy, the security of our clients’ accounts online is of paramount importance. To help strengthen account security, we use a login process called ‘Two-factor authentication’, which provides an additional layer of protection when logging into your myDavy account.

How does two-factor authentication work?

When you log into your account with your username (6 digit number) and password, a 4 digit single-use verification code will be automatically sent to the mobile phone number associated with your account. You will be asked to enter this 4 digit code to complete the log in process. Please note each verification code is valid for ten minutes. Please ensure you can receive SMS texts on your mobile, for example, if you are abroad or out of coverage.

When you open an account with Davy, we send your myDavy username (6-digit number) by post. You can complete your myDavy account set up by following the steps  https://www.mydavy.ie/setup. This will allow you to set up your password and login to you account online. When logging in, please note your password is case sensitive.

If you've forgotten your myDavy username, please follow the steps in the video below to retrieve it.

If you've forgotten your myDavy password, please follow the steps in the video below to reset it.

You can change your myDavy password at any time.

Your password must be 8 characters minimum, containing at least 1 uppercase and 1 lowercase letter, 1 number and 1 special character.

To change your password, simply login to myDavy, go to ‘My Profile’ and follow the steps to change password. Please note: Your new password be effective immediately.

When you have securely logged in to myDavy, you can review your portfolio.

If you have more than one Davy account, you can view your individual accounts by selecting the account from the left-hand menu on the investments page.

If you have one Davy account with Davy, this will be the default view when you log in.

Within each account summary, you can review the account’s valuation using the “doughnut” pie chart in the asset allocation tab located on top of the page. When you hover over each section of the chart, the asset class, amount and percentage allocation will appear.

You can also drill down asset class levels by using the buttons above the “doughnut” pie chart.

Model & Variance tab contains details information about the investment model your account is assigned to and your account variance from that model (if any)

The Portfolio Value details displayed within the account summary are:

• Portfolio Value: The current value of your investments. 
• Invested Value: The current combined value of your shares, funds and ETFs.
• Cash Value: The current value of the cash in your account.
• Available to Invest: The total amount of cleared cash on the account, adjusted for any unsettled sales or purchases, pending purchases, or fees.
   

Portfolio holdings 

Account holdings are located on the Account page. The next section of the Portfolio Valuation page displays a list of your current holdings, with prices from the previous business day's close. From this list you can review your holdings and, by clicking on the Morningstar button, drill down to detailed prices and stock information. You also have the option to download this in PDF or Excel format.

Portfolio holdings history

To review your transactions in a particular holding, scroll down the page and select “Portfolio Holdings History” from the menu.

This functionality lets you review your transactions in a particular share, fund or Exchange Traded Fund (ETF) during a specified time period.

• Choose the holding you want to review from a dropdown list of your holdings.
• Set a start date and end date for the period that you want to review. The list will automatically update as you adjust the date period.

Statements 

Within this section you can review Transaction, Income and Deposit statements. These can be searched for by date period and broken down by currency. You can download these in PDF or Excel format. You will find your dividends within your income statement.

Correspondence

You can search here by document type and date period. You can download these in PDF format. You will also find your recent correspondence by clicking on the envelope in the main navigation.

Performance

Below your account details you can view your account performance section. It contains a table with your account yearly performance figures for last 5 years and a YTD performance value. 

Below the table there are two charts: performance and account value. You can change between them using the tabs labelled Performance Chart and Account Value Chart. You can find detailed explanation of the chart in the info icon on the top right side of the chart.

You can update your contact details and bank details through myDavy.

My profile - Personal details

Updating my personal details online;

• Log in to myDavy
• Click on the ‘My Profile’ icon in the top right corner: the personal details associated with your account will be displayed.
• Click ‘Edit Personal Details’ to update your contact details
• Click ‘Submit Changes’

It may take a number of days for changes to be reflected on your account. For security reasons, we may call you to confirm the changes.

Please note you can only update details on myDavy for an account which is solely in your name. To update details of an account which is jointly owned, including corporate accounts, please contact your adviser.

On the ‘My Profile’ page you can also register for Trade Confirmations which notify you by email when your trades are executed.

My account

To view the personal details associated with any of your accounts;

1. Click on the ‘My Profile’ icon in the top right corner and scroll down to the ‘My Accounts’ section
2. Select the account you wish to view
3. The first tab selected will be ‘Account Details’

To update your bank details on myDavy;

1. Click on the ‘My Profile’ icon in the top right corner and scroll down to the ‘My Accounts’ section
2. Select the account you wish to update, then select ‘Bank Details’
3. Click on the ‘Edit Bank Details’ button
4. Enter your bank details and click ‘Submit Changes’

It may take a number of days for these changes to be reflected on your account. For security reasons, we will call you to confirm the changes.

Please note you can only update details on myDavy for an account which is solely in your name. To update an account which is jointly owned, including corporate accounts, please contact your adviser.

myDavy users can register for online correspondence which allows them to receive their account correspondence including contract notes, portfolio valuations, nominee statement and tax packs through myDavy. To register for online correspondence, see "How do I register for online correspondence?" below.

If you are registered for online correspondence, you can access your portfolio valuation on myDavy;

1. Log in to myDavy.
2. If you have more than one Davy account, you can select the account you wish to view in the left-hand menu on the investments page.
3. On the account overview page scroll down to the 'Correspondence' section.
4. In the 'Document Type' dropdown, select Portfolio Valuation.
5. You will see your Portfolio Valuations, available for download. 

myDavy users can register for online correspondence which allows them to receive their account correspondence through myDavy. Online correspondence is also better for the environment because it reduces the amount of paper you receive from us. You’ll simply get an alert by email to let you know when you have new correspondence such as contract notes, portfolio valuations, nominee statements and tax packs. 

If you are not registered for myDavy, please contact your adviser or download the myDavy registration form here. 

Please note that it may take a few days for us to process your updates.

If you are registered for myDavy, it’s easy to switch to online correspondence. Simply log in to myDavy and move the slider at the top of the page to “On” within each of your accounts. This option will only be available where you are the primary correspondent for that account.

Please note that it may take a few days for us to process your updates.

Multiple account holders can switch to on online correspondence at any time for each individual account. To do this, click on the “Enable accounts for online correspondence” button in the Investments overview section.

Here you can select to enable / disable online correspondence for each individual account. Once you are happy with your selections click “Done” to save your changes.

myDavy users can set up customised Price Alerts for Shares and Exchange Traded Funds (ETFs) in their Watchlist.  

A Watchlist allows users to monitor the price movements of up to 20 Shares or ETFs.

A Price Alert is triggered when the price of a selected Share or ETF reaches a specific value or its price moves by a certain percentage.

What is a watchlist?

Your watchlist allows you to monitor the price movements of up to 20 selected shares or ETFs. It gives you an at-a-glance overview of their current performance, including;

• Current price
• Change on day
• Day range

To set up a new watchlist;

1. Select “Markets” from the main navigation.
2. In the ‘Watchlist’ section, select Add Share/ETF or Alert.
3. In the search box type the name of the Share or ETF you want to add to your watchlist.
4. In the ‘Alert’ section select the Alert Type you wish to create from the dropdown, and complete the required criteria.
5. Click on the Add Alert button to add the alert to your watched item.
6. Click “submit” to save the Share/ETF to your watchlist.

How do I remove a stock from a watchlist?

To remove a stock from your watchlist, simply click on the Delete button on the right of the listing. Removed shares/ETFs can be added to the list again at any time.

Are there any limits to the number of stocks that I can watch?

Your watchlist is limited to twenty shares/ETFs.

You can also monitor daily share price movements across a range of markets from a single list without logging in to myDavy by setting up a watchlist. 

Watch shares from across markets

• Select equities from any of the markets displayed on https://www.davy.ie/markets-and-share-prices (not all markets are available at this time)
• Equities from multiple markets can be added to your watchlist for an at-a-glance overview, available at: https://www.davy.ie/markets-and-share-prices/watchlist
• Unlimited number of shares: add as many equities as you want to your watchlist

Start your Watchlist now

How to add companies to your watchlist

From a Markets & Insights Page

1. Find the company that you are interested in on one of the Markets & Insights pages
2. Click on the “Add” button on the right of the table
3. The company is added to your Watch List, and the button changes to "Remove"
4. Click on “Watch List" in the left navigation to view your Watch List

From a Company Page

1. Find the company that you are interested in on one of the Markets & Insights pages
2. Click on company name to open the company information page
3. Click on the “Add to Watch list” button beside the company name
4. The company is added to your Watch List, and the button changes to “Remove from Watch list”
5. Click on “Watch List" in the left navigation to view your Watch List
    

Davy watchlist uses cookies

The Davy Watch List feature uses cookies to record which shares you have added to your list. It will not be able to function if you have cookies turned off. If you do not see an "ADD" button, it may be because you have cookies switched off, or have not accepted cookies on the davy.ie website.

If you clear the cookies in your browser you will lose the content of your Watch List.

If you create a Watch List on your desktop computer, it will not be available to your smartphone or laptop, as cookies are specific to the machine and browser that they are created on.

For more information on how Davy uses cookies, please see our Privacy Notice page. 

Why can’t I see my watchlist?

If you have already created a Watch List, but it is not being displayed, it may be due to one of the following reasons:

• You have cookies turned off.
• You have cleared the cookies in your browser, which results in the loss of the content of your Watch List.
• You created your Watch List on a different device, or on the same device but using a different browser. Because the Watch List uses cookies to remember your selection, it will only be stored in the browser that you used to create it.
   

Start your watchlist today 

Visit the Markets & Share Prices pages to find the companies that you want to watch.

Markets & Insights Page

You can only access a Tax Pack if you are signed up to online correspondence. If your tax adviser has been instructed to receive your Tax Pack on your behalf, please contact them directly, it will not be available online.

Step 1: Login in to your myDavy account.

For single account holders, go straight to step 3 

Step 2: On the left-hand side of your myDavy account homepage, there is a list of your accounts. Click on the account you would like to find a Tax Pack for.

Step 3: Click on the “Correspondence” tab on the homepage.

Step 4: Click on “Document type” field.

Step 5: Find “Tax Pack” in the dropdown list and click.

Step 6: If you would like to download the “Tax Pack”, click on the download button on the right-hand side.

Electronic funds transfer

You can transfer funds from your bank account to your Davy account.

To ensure funds are credited to your Davy account, please add your Davy client account number as a reference in the transfer. It is very important that you provide the correct client account number in the reference provided as failure to do so may lead to delays in updating your account.

We recommend that you regularly review your account via myDavy. We also recommend that you always carefully check any statements that we send you, including the Annual Client Asset Statement sent in October every year. In the event that you have any queries in relation to your account, please immediately contact a member of the Davy Select Team who will be happy to answer any questions you may have.

We have allocated Virtual IBANs for EUR transfers to some Davy accounts. If your account has been allocated a Virtual IBAN, you can find it in myDavy within My Accounts by selecting Transfer Money In tab.

Virtual IBAN for EURO transfers

A virtual IBAN works in the same way as a regular IBAN. It’s an account reference number that enables payments to be securely and efficiently routed to your Davy account.

Note virtual IBANs are account specific and should not be used for any other Davy accounts.

If you have previously saved the Davy bank details within your online banking portal/app, it is important that you now update the IBAN associated with your account with a virtual IBAN.

Davy bank details:

Please note, the Net Worth tool only incorporates accounts that have been set up to view online. If you are unsure whether your account(s) has been set up to view online, please contact your adviser directly.

Why is it important to update my Net Worth?
Using the Net Worth tool and keeping the figures accurate and up to date means that you and your Davy adviser have a complete picture of your wealth. This will allow your Davy adviser to build, and maintain, a fully informed financial plan and to comprehensively prepare for review meetings. The Net Worth section includes your assets and liabilities which have been recorded in your most recently completed Davy Investor Profile and can be updated in myDavy on a regular basis as changes to your assets and liabilities occur.

Your privacy
We fully respect your right to privacy, and any information (including any personal data within the meaning of the applicable data protection laws) which we obtain and hold about you ('Information') will be treated in accordance with our standard principles regarding client confidentiality and applicable data protection laws. Further information can be found in our Terms and Conditions or our Privacy Notice on the Davy website.

How to find and update your Net Worth in myDavy
Step 1: Login in to your myDavy account by clicking on this link: mydavy.ie/login.htm

Step 2: Click on the “Net Worth” tab on your account homepage.

Step 3: Your total Net Worth amount will appear in the top left-hand side of the screen. Directly beneath, your assets will be grouped by type (e.g. Business assets, property & land, investments, national savings) and their value will be displayed in a table and a chart.

Step 4: To add a new asset or a liability, click on the plus buttons underneath your Net Worth amount.

Step 5: Scroll down the page to see a more detailed description of your assets and liabilities – including a description, type, sub-type, owner, ownership percentage, provider, value and date of last update to the asset or liability. You also have the option to add a new asset or a liability in this section too, by clicking on the icons listed on the right-hand side.

Step 6: When you click the “Add asset” button, the following screen will appear. Fill in each field and click “Submit”.

Step 7: To remove or edit an asset or a liability, click on the icons beside each asset or liability on the right-hand side.

Step 8: If editing an asset, the following screen will appear. Description of the asset will appear at the top of the form. Fill in each field and click “Submit”.