ISA
Pension
Investment Account
Cash, Corporate & Trust and Bonds
Cash, Corporate & Trust and Bonds
Cash Trust, Pension Trustee and Company Account Canada Life Intl. Bond Utmost offshore bonds
Overview
‘How to’ videos
Here you can watch bite-sized recorded webinars that showcase how to perform some commonly-performed tasks on our website. Simply select the topics from the range below.
Our videos
Creating and viewing your clients' accounts
Here we explain how to create a new client, including producing illustrations and submitting new business for ISA, Junior ISA and Investment Accounts.
Managing ISA and Investment Accounts
Here we show you how to manage ISA and Investment Accounts, including topping up accounts, switching funds, amending adviser fees and selling investments.
Re-registrations and cash transfers
Here we explain how easy it can be to move clients' ISAs and Investment Accounts to our platform.
Managing your clients' income
Here we highlight the income options available and how to set up and manage them on behalf of your clients.
Creating and managing model portfolios
Here we explain how to use and make the most of our Model Portfolio Centre. Find out how to create, edit and rebalance models and how to link clients to them.
Creating and managing pension savings accounts
These videos show how to create and deal into Pension Savings Accounts, including switching and rebalancing. We also explain how to transfer a pension.
Creating and managing pension drawdown accounts
How to use pension drawdown accounts, including crystallising a Pension Savings Account and how to transfer accounts from other providers.
Managing client accounts using a DFM
How to manage client accounts linked to a DFM model, including creating and moving existing accounts, topping up and amending a regular savings plan.
Reporting Services
We offer a wide range of MI reports that provide key information on clients' accounts. They can also help you run your business more efficiently.
Advised client portal
An interactive video that showcases the functionality available to your clients through our secure online portal.
Companies and Trusts
Here we explain how to rebalance, manage dividend income, apply adviser specified fees and carry out a switch for Company and Trust accounts. Please note these videos are for migrated accounts only.