We have made a range of improvements to the online Customer Centre that will make it easier for your clients to stay close to their investments.
If your clients hold an ISA or Collective Investment Account they will now be able to request one-off and regular withdrawals online, as well as topping up their accounts. They will be able to access performance information, details of money paid in and out of their accounts, plus a transaction history. This adviser user guide gives you an overview of what clients can do through the online Customer Centre.