Share class conversion
Information for advisers on the phased conversion of rebate share classes to clean share class equivalents on the Transact platform.
Top tips
Learn how to use Transact Online more effectively with practical tips designed to save time and improve day‑to‑day workflows.
Guided Applications
Information for advisers on Guided Applications, a streamlined process for setting up Transact portfolios with increased automation, fewer signatures and improved data accuracy.
Vulnerable clients – advisers
Support vulnerable clients with guidance on identifying needs and how Transact helps advisers deliver better outcomes.
Phased Drawdown
Information for advisers on phased drawdown, including how to provide tax‑efficient income, manage pension withdrawals and support client retirement planning.
Logging in made easy
A series of short videos covering Multi‑Factor Authentication (MFA), with clear guidance on setup and secure access to Transact.
Getting started
Information for advisers on getting started with Transact, including platform features, client benefits and support for financial planning.