For Clients


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.

This video is best viewed with the sound turned on. You can download a transcript of the video here.