Client Portal
Access your documents
You can access and download your documents simply by logging into our client portal.
You will need to select the appropriate portal, depending on which documents you are looking to access by clicking one of the buttons below.
To view our useful guide about our online Scrutton Bland portal please click here
Frequently Asked Questions (FAQ’s)
What do I do if I have forgotten my password?
If you go to the login screen there is a “Forgot your password?” button. Select this and it will trigger the password reset process.
I have triggered the password reset but can still not login.
It is likely that the username you are entering does not match what is stored. To get this reset please contact your account manager at Scrutton Bland. When setting your username we advise setting it as your email address.
I am not receiving the verification code
This can take up to 2 minutes to get to you via email. It will be sent to the email address we have logged for you in our system, but may be getting filtered into your junk folder. Please check this and if so mark this email address as “trusted”, which will resolve the problem moving forward. If you are still not receiving it, please reach out to your account manager at Scrutton Bland to check we have the correct email listed in the system.
The verification code is not working
In the email you receive there is a 6 digit code as well as a CRM number. Please ensure you are using the 6 digit code. If you have triggered the code twice and both times it has not worked please reach out to your account manager at Scrutton Bland.
I am receiving an error message when trying to log in
This can sometimes occur when there has been a transmission issue from your web browser. Please start the login process again and it should resolve itself. If you receive a similar error, please send a screenshot of this to your account manager at Scrutton Bland.
I cannot find the documents for approval / signature
The portal allows you to see personal documents as well as any businesses you are associated with. If you select “Approvals” at the top you be navigated to your personal area with your associated businesses in banners under “shared approvals access”. Each of these is sub-divided into departments which are shown on the left. Please navigate to the relevant business and department that the approval should have come from. You should then find both approved and those awaiting approval/signature in there. If you cannot locate the document please reach out to your account manager at Scrutton Bland.