Training videos from Transact
The following videos are designed to help provide instructions around new and existing functionality on Transact.
If you would like further assistance with using Transact Online, please contact us or your Adviser Support Manager. You can find their details by logging into Transact Online and going to Contact > Contact Transact.
Video content contains narration – for best results use headphones or computer speakers.
Introductory videos
Getting started
Getting started
Guided Applications
Guided Applications
Choosing favourites
Choosing favourites
Fee payment wrapper
Fee payment wrapper
Expected deposits
Expected deposits
Buying, selling and switching
Buying, selling and switching
Regular deposits and regular buys
Regular deposits and regular buys
Regular sales and regular withdrawals
Regular sales and regular withdrawals
Cash and investment transfers
Cash and investment transfers
Investor authorisation
Investor authorisation
Bed and ISA/pension
Bed and ISA/pension
Family view
Family view
Template (model) portfolio videos
Creating template (model) portfolios
Creating template (model) portfolios
Linking clients to templates (models)
Linking clients to templates (models)
Rebalancing a client into templates (models)
Rebalancing a client into templates (models)
Personalised illustration videos
Generating an illustration
Generating an illustration
Illustrating a template rebalance
Illustrating a template rebalance
Illustrating a switch
Illustrating a switch
Phased Drawdown