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For Clients

WELCOME TO TRANSACT

As well as the support from advisers, clients also have access to the Transact platform.

Our secure platform gives you access to a complete picture of your current portfolio, as well as detailed reports and information about the assets you hold and any activity on your portfolio, as well as the ability to buy, sell, withdraw and deposit as regular or one-off transactions.

We have put together a short video of some of the key features of our platform to help you navigate the site and get the most out of using the platform. If you need further support, please contact your adviser or Transact.

You can also watch the below video which provides some guidance on activating your client account.


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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  • 29 Clement's Lane, London EC4N 7AE
  • 020 7608 4900
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© 2024 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).