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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.

Alternatively, you can view the changes separately in the two videos underneath:

14 July 2025 TOL Release

Updates include (video time in brackets):

  • Merge ‘Portfolio Details’ and ‘Personal Details’ reports (19 seconds)
  • Trusted Device (57 seconds)

Our video is best viewed with the sound turned on.

1. Merge ‘Portfolio Details’ and ‘Personal Details’ reports

(video run time 33s)

2. Trusted Device

(video run time 0.40)

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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"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).