Getting Started with Transact

The Transact platform is designed to be used with an adviser, however, it is still suitable for non-advised clients and we are happy to service your portfolio.

Our online platform, combined with our expert personal customer service, enables you to manage all your assets and tax wrappers within your investment portfolio from one, centralised place.

Watch this quick online video to help you use some of the functionality available to you.

This video is designed to help you learn how to:

• Navigate the Transact Online Dashboard
• Update your email address and minimise paper
• Create a Portfolio Valuation
• Generate some reports and download data.

Any client or adviser information shown in videos is for illustrative purposes only and does not include personal information.