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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:

10 June 2025 TOL Release

Updates include (video time in brackets):

  • Reattempt bulk rebalances for wrappers (26 seconds)
  • Family linking on TOL (1m 38 seconds)

Our video is best viewed with the sound turned on.

1. Reattempt bulk rebalances for wrappers

(video run time 1.07)

2. Family linking on TOL

(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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© 2025 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).