For your clients who prefer to access their Quilter Investments from their desktop computer, laptop, or tablet, we recommend the Quilter online Customer Centre.
You’re 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
What next?
Activate your clients nowBenefits of your clients signing up
Easy access
Enable your clients to view their investments at their convenience. You decide which level of access you want to grant them.
Never miss an important document
All documents are automatically added to your client’s online account. No more relying on the postal service!
Make simple changes
Your clients can make simple changes themselves, saving you time.
£56.8k
Customers with an online account have on average £56.8k more AuM on Quilter’s platform than those without an online account.*
*Source: Quilter as at 30 November 2024