Top tips for using Transact Online
It’s easier than you think to get up and running with Transact Online (TOL). Once you are, you’ll immediately start to see the benefits to your business. Taking just a few minutes to read this guide could save you hours in the long run and will ensure you make the most of our award-winning platform.
Your dashboard gives you an overview of your clients’ financial position. At a glance, you can identify and act on low cash balances, unused ISA/JISA limits and more.
Requests will be clearer, picked up quicker and communication errors will be eradicated.
Save time and improve accuracy by creating shortcuts to your preferred funds and assets. You can also create templates to suit your clients’ attitudes to risk.
To create favourites: Go to: Information > Investment Funds. Simply search and add your preferred funds.
To create templates: Go to: Templates > Manage Templates.
You can request authorisation for transactions directly from your clients using TOL, eliminating the need to re-key requests while giving you a clear audit trail.
Automating reports allows you to batch produce reports for certain customer groups, tailor content per group and re-order the content. Rather than spending hours on each one, you can create personalised reports quickly and simply.
The Investor Dashboard allows clients to see their full portfolio in one place. They can also place transactions (with your approval) and authorise or reject transactions you suggest online using Investor Authorisation.
We aim to make TOL as user friendly as possible, but if you need additional support we’re here to help. You can access day-to-day support from our regionally based CSM teams or specialised technical support from our technical team or arrange free TOL training from our ASM team.
For immediate assistance with TOL navigation and functionality, use our "live chat" service. For all contact details, including those of your CSM team, go to: Contact > Contact Transact.
The Transact platform, and the reports you generate, can be personalised with your adviser firm’s company logo – helping you to build your business and strengthen client relationships. To add your company details – Go to: Housekeeping > Customise Branding.
You can access a library of literature and documents on TOL including T&Cs, user guides, pre-populated forms, trust documents and key features documents.
Check out our range of instructional TOL videos on our Training videos page.
This is for information purposes only and does not, and is not intended to, constitute professional advice. It is not a recommendation or a financial promotion. It is for general guidance and for use by professional advisers only. Unless stated otherwise, any opinions expressed are our own or based on our interpretation of relevant rules and regulation.