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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 four videos underneath:

12 August 2024 TOL Release

Updates include (video time in brackets):

  • Transact Integrations and APIs (43 seconds)
  • Pickup Page updates (1m 10s)
  • Partial ISA transfers via Guided Applications (1m 48s)
  • ‘Linked Group’ details in reports (2m 06s)

Our video is best viewed with the sound turned on.

1. Transact Integrations and APIs

(video run time 0.23)

2. Pickup Page updates

(video run time 0.35)

3. Partial ISA transfers via Guided Applications

(video run time 0.13)

4. ‘Linked Group’ details in reports

(video run time 0.29)

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. 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).