Get your clients online
Offer your clients access to view the Quilter investments you manage on their behalf. Whether your clients choose the Quilter app, the online Customer Centre, or both – you remain in control:
- Choose the level of access you’d like to give your clients
- Access client activity reports so you keep informed of their activities
- Add your details so your relationship with your client remains front and centre
How it works
You’re in control. We’ve created a simple process that’s seamlessly built into our platform technology to get your clients online.
- Let your clients know you’re switching them to online correspondence. Our dedicated webpage will give your clients more information on how to start using our online services.
- Log into the platform and find the client. By using the ‘Manage details’ button and selecting ‘edit client’ at the top, you can add the client’s email address under ‘Contact information’. You can then initiate moving the customer to online correspondence via the ‘OCC Registration and Correspondence Preference’ option under Tools.
- We’ll then email your client(s) with further instructions and send them a letter with Unlock Codes. View the communications they’ll receive.
If you can’t add your clients in this way, speak to your usual Quilter contact.
Any new clients you’re setting up on our platform will automatically be signed up for online correspondence, and invited to activate their online account.
The benefits of having an online account
By offering your clients the ability to access their Quilter investments, you’ll directly benefit from:
Wealthier clients
Customers with an online account have on average £56.8k more AuM* on Quilter’s platform than those without an online account.
Higher satisfaction
Average levels of satisfaction** are 87% across customers with an online account, compared to 79% without one.
More time
Your clients can make simple changes, such as address updates, themselves, saving you time.
*Source: Quilter as at 30 November 2024,
**Source: Quilter customer survey, Jan – Aug 2024.