For Advisers


When you use Transact you have full access to materials that will help you get started, open wrappers and manage investments

Simply log into Transact Online (TOL) where you can find user guides, key feature documents, trust documents and more.

Log into TOL

Topical content

  • Retirementals Podcast

Watch Jonathan Gunby, CEO of Transact, speak to Abraham Okusanya, founder of TimeLine, on the ‘Retirementals’ podcast about the evolution of platforms and platform technology.

They discuss IntegraFin (00.55), technology (04.21), insourcing (06.46), cash interest (12.04) and lots more.

Tutorial videos

We have developed a suite of training videos to help you get started and learn about new and existing functionality on Transact. You can access these videos by logging into Transact Online.

Client Video

Our short video for clients provides an introduction to the Transact service.