Adviser-led online account activation

You’re in control. We’ve created a simple process that’s seamlessly built into our platform technology to get your clients online.

1. 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.
2. 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.
3. 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.