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 where you can find:

  • User Guides
  • Forms
  • Key Feature Documents
  • Trust documents

Topical content

Tax Year End Guide  2022 – Key information and deadlines in this guide to help you plan ahead.

Bulk Transfer User Guide – Access our handy guide if you are moving the assets of more than 10 clients to Transact from another platform, all at once.

Discounted Gift Trusts – We have improved our Discounted Gift Trust service to help make creating and administering these trusts quicker and easier.

ISAs on Transact – Access our quick guide to ISAs to support you in explaining to clients which ISAs are available on Transact, as well as their benefits.

MiFID II – Access content explaining MiFID II Transaction Reporting requirements and Conduct and Governance Ex Post Costs & Charges.

Phased Drawdown – Access our content and video, Accessing Pensions, to help you manage your client’s pension income.

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.