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Adviser Update

Transact Online (TOL) – Recent Enhancements

This month we have made more progress on the following (summarised in this short three minute video):

Partial ISA transfers via Guided Applications

Using our Guided Applications tool, you can now instruct partial ISA transfers. This may be because you want to move some assets to access Transact’s broader asset range. As always, you can navigate through to the Guided Applications portal within the Personal Illustrations and applications section of Transact Online. We encourage you to use this new option (instead of secure email) as often the request goes through immediately. Video snippet

Pickup Page

Now clicking on the ‘Pickup Page Documents’ widget on your dashboard/home page takes you to your Pickup Page. By default, all document types are displayed so that you see all documents and none are missing from your view. Video snippet

Family discounts

When downloading an Investor Personal Details report as a CSV or spreadsheet file, there is a new column titled ‘Linked Group’. This indicates if a portfolio is connected to others and is benefitting from the family discounts Transact offers. As a reminder you can also find this information via the CSV or spreadsheet download of the Portfolio Summary report. If a portfolio isn’t linked that you think should be, simply speak to your regional team or adviser support manager in the first instance and they will be happy to help. Video snippet

Integration options more visible

We have been offering APIs to integrate with Transact for more than 20 years. To help we have made the technical specifications easier to access by publishing our Remuneration API technical specs here – a platform for developers known as Postman. In future, all our new API specifications will be published here to make it easier for your software provider to find them and build to the requirements. Video snippet

New Trust Completion Guide

For those of you who write trust business, we have built this handy one page reference guide designed to help you build a robust application without any gaps. With HMRC’s requirements around the Trust Registration Service, knowing when source of wealth is required, and ensuring signatures and dates are correct, can make applying daunting. This new guide, as well as the additional support available from your regional team Technical Specialist, can help ensure you have all the information required to apply for trusts on Transact with confidence.

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. TOL Recent Enhancements 
3. Integrations – It Wasn’t A Quiet Summer!
4. Transact Transfer Specialists
5. Fraud Risks to Be Aware Of
6. Transact And Letters of Authority
7. Transact – BlackRock MPS
8. Utilising Trusts to Give Wealth Away But Still Retain Access
9. Interest on Cash Deposits
10. Transact Events 2024

 

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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© 2026 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).