We offer an additional service that is optional for all financial advisers, enabling your clients to top up their CRA, ISAs, any Junior ISAs on which they are listed as guardian and Collective Investment Accounts (CIAs) through the online Customer Centre.
It’s a simple process and any top-ups will be invested into their current portfolio. Any existing servicing fee that you have previously set up on the account with the client’s agreement will be applied to the top-up, and if you send us your company logo we’ll add it to the webpages that your client will see, to enhance and extend your own service. Email and letter templates are available for you to personalise.
We’ll automatically send you a confirmation email whenever one of your clients uses the service.
Customers can also top up their CashHub savings.