For Advisers

RESOURCES

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

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

MiFID II – Access content that explains MiFID II Transaction Reporting requirements and more recently, Conduct and Governance Ex Post Costs and Charges.

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

Tutorial videos

You can also access a suite of training videos to help you get started and learn about new and existing functionality on Transact.

Client Video

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