Help and support

Find answers quickly to the questions we are most frequently asked.

Accessing help topics

You need to log in to access help and support. Each section provides general information on the day-to-day tasks that you carry out.

We have arranged the topics in the order in which you may carry out tasks, rather than the account type you're trying to work on. For instance, to set up a regular savings plan instruction on your clients' Pension account, you need to refer to the Pension segment of the 'Regular Savings Plans' help section, rather than an individual Pension help page.

Easily find what you're looking for

We have categorised the help topics into six sections below – illustrating how to perform a particular task followed by a guides section, related forms and an FAQ section to answer some of the most commonly asked questions:

To access this information, please log in and select 'Help and support' in the bottom left hand side of the page.