TOP TIPS

TOP TIPS FOR USING TRANSACT ONLINE

It’s easier than you think to get up and running with Transact Online (TOL). Once you are, you’ll immediately start to see the benefits to your business. Taking just a few minutes to read this guide could save you hours in the long run and will ensure you make the most of our award-winning platform.

 

Check your Adviser Dashboard daily

Your dashboard gives you an overview of your clients’ financial position. At a glance, you can identify and act on low cash balances, unused ISA/JISA limits and more.

Place all transactions through TOL

Requests will be clearer, picked up quicker and communication errors eradicated.

Create favourites and templates

Save time and improve accuracy by creating shortcuts to your preferred funds and assets. You can also create templates to suit your clients’ attitude to risk.

  • To create favourites: Go to: Information > Investment Funds. Simply search and add your preferred funds.
  • To create templates: Go to: Templates > Manage Templates.
Sign up to 'Investor Authorisation'

You can request authorisation for transactions directly from your clients using TOL, eliminating the need to re-key requests while giving you a clear audit trail.

Automate your Investor Reports

Automating reports allows you to batch produce reports for certain customer groups, tailor content per group and re-order the content. Rather than spending hours on each one, you can create personalised reports quickly and simply.

Encourage your clients to use TOL

The Investor Dashboard allows clients to see their full portfolio in one place. They can also place transactions (with your approval) and authorise or reject transactions you suggest online using Investor Authorisation.

Access our technical expertise

We aim to make TOL as user friendly as possible, but if you need additional support we’re here to help. You can access day to day support from our regionally based CSM teams, specialised technical support from our Technical team or arrange free TOL training from our ASM team.

For immediate assistance with TOL navigation and functionality, use our ‘Live chat’ service. For all contact details, including those of your CSM team – Go to: Contact > Contact Transact.

Enhance your brand

The Transact platform, and the reports you generate, can be personalised with your adviser firm’s company logo – helping you to build your business and strengthen client relationships. To add your company details – Go to: Housekeeping > Customise Branding.

Go green

You can access a library of literature and documents on TOL including T&Cs, User Guides, pre-populated forms, trust documents and key features documents.

Watch our videos

Check out our range of instructional TOL videos here.

 

This is for information purposes only and does not, and is not intended to, constitute professional advice. It is not a recommendation or a financial promotion. It is for general guidance and for use by professional advisers only. Unless stated otherwise, any opinions expressed are our own or based on our interpretation of relevant rules and regulation.