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Adviser Update

TRANSACT ONLINE (TOL) – RECENT ENHANCEMENTS

As part of our digitalisation programme of work, we have launched two key enhancements this month that have been regularly asked for by advisers and discretionary investment managers alike.
Watch this TOL development video for a quick introduction to the improvements.

  • Trusted Device: Multi-Factor Authentication (MFA) for TOL is being mandated for advisers (in September) and clients (by year-end) . A new feature, Trusted Device, allows users to mark their device as safe for 30 days. When logging in from a trusted device, MFA won’t be required, making access quicker and more convenient. (Short video 31 seconds).
  • Portfolio Details Report: The Investor Personal Details and Investor Portfolio Details reports have been merged into a single, streamlined report. This eliminates the prospect of any confusion- like where to check if Mrs Miggins has a direct debit mandate—and presents information in clearly categorised sections for easier navigation. (short video 33 seconds).

Please contact your Adviser Support Manager if you would like an introduction to these improvements and other online functionality – it’s always improving!

If you need any help on any aspect of our service, please use Live Chat for a quick response, co-browse to screen share so that we can direct you, or call our highly trained, dedicated Sales & Online Support team who support these functions via (020) 7608 5387.

 

1. Introduction
2. Transact Online (TOL) –  Recent enhancements 
3. Latest news on integrations
4. Removal of purchase related fees
5. Listen out for the Transact podcast
6. Transact – BlackRock MPS update 
7. IHT and pensions – further clarity and procedural changes.
8.Flexibility and ISAs: current rules and planning opportunities.
9. Mansion House and beyond
10. Interest on cash
11. Transact events 2025

 

 

 

 

This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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© 2025 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 4th Floor, 2 Gresham Street, London, EC2V 7AD. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 03727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).