We're here to help you – from product and wrapper questions and online support, to helping with accessibility queries and providing additional support through changing personal and financial circumstances.
For password and login difficulties, portfolio queries and other contact information, see client contacts.
For resources and reading materials, see our document library and glossary of terms.
For support with changing or difficult situations and circumstances, please see our additional support and vulnerable client centre.
Testimonial
Telephone support staff at Transact are friendly, personable and knowledgeable. It matters to me that I can speak directly to a real person.
Source: Anonymous client, Transact Client Survey 2025
Links
Client contacts
Contact Transact for support with your account, including log-in help, portfolio queries and general enquiries. We’re here when you need us.
Vulnerable clients
When circumstances and life events make financial decision-making and managing your finances more difficult, we can offer you help and support.
Bereavement
During a difficult time, Transact offers support to help you manage a loved one’s portfolio and handle the bereavement process.
Document library
Easy access to documents for clients available for use with the Transact Platform.