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  • Adviser
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  • ABOUT
    • About Us
    • Awards
    • Media Contacts
    • Press Releases
    • Blog
  • CLIENTS
    • An Introduction
    • How We Can Help You
    • Here For You
    • Glossary of Terms
    • Security Centre for Clients
    • Transact Client Money
  • ADVISERS
    • Why Use Transact?
    • Adviser Support
    • Platform Functionality
    • Adviser Charges
    • Adviser Events
    • Transact IHT Index
    • Vulnerable clients
    • Security Centre for Advisers
  • INVEST
    • Wrappers and Assets
    • VCT Providers
    • Structured Products
    • SIPP Providers
    • DIM Providers
    • Trust Providers
    • Our Charges
    • How to deposit
  • MPS
    • Transact – BlackRock MPS
  • SUCCESSION
    • Introduction
    • Professional Connections
    • Testimonials
    • Resources
    • Registration and Contact
  • Integrations
    • Data Services API
  • Careers
    • Working at Transact
    • Culture and Benefits
    • Current Vacancies
    • Recruitment – FAQs
For Advisers

Transact Online Developments

Each month, we release new improvements to Transact Online. Take a look at the short video below which provides you with an update on the developments made this month.

12 August 2025 TOL Release

Updates include:

  • Withdrawal and Pension Benefit Request form removal
  • Live chat for Vulnerable Clients
  • Super User improvements

https://www.transact-online.co.uk/wordpress/wp-content/uploads/Transact-Online-Developments-August-2025-v.0.02-08.2025.mp4

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. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).

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