Using Your Account & Ongoing Administration
Once your account is open, you can manage it online.
This page explains how to use your account, access information, and carry out common administrative tasks.
All information here relates to account operation and administration only and is not financial advice.
Access your accountHow it works
Log in securely
Access your account using your registered login details.
Manage your account
View balances, holdings, transaction history and reports.
Make changes
Update personal details, bank accounts and preferences as needed.
Ongoing support
Contact our team if you need help with account administration.
Logging in & account access
You can access your account online using your registered email address and password.
If you have trouble logging in:
- •check your login details are correct
- •use the password reset option if available
- •contact our support team if access issues persist
For security reasons, access may be restricted after repeated failed login attempts.
Trading & account activity
Placing trades
Where applicable, you can place trades through your online account.
Trading availability depends on:
- •account type
- •assets supported on the platform
- •market opening hours
Trades are processed in line with standard market and settlement rules.
Transaction history
Your account provides access to a record of:
- •trades placed
- •contributions or funding
- •withdrawals
- •fees and charges
Transaction history helps you track activity over time.
Adding & withdrawing money
Adding money
Depending on the account type, you may be able to add money by:
- •bank transfer
- •employer contributions (for pensions, where applicable)
Funding methods vary by account and residency.
Withdrawing money
Withdrawals are subject to:
- •account type
- •regulatory rules
- •verification checks
Not all accounts allow withdrawals at all times.
Bank accounts & payment details
Adding or changing a bank account
You may be able to add or update a nominated bank account through your online account.
For security reasons:
- •bank account changes may require verification
- •withdrawals may be restricted until checks are complete
Statements & reports
You can access statements and reports through your account, including:
- •account valuations
- •transaction summaries
- •periodic statements
Statements are provided for record-keeping and reporting purposes.
Updating your personal details
It's important to keep your details up to date.
You may need to update:
- •address
- •contact details
- •residency status
- •tax residency information
Some changes may require supporting documentation.
Beneficiaries (SIPP accounts)
For SIPP accounts, you may be able to:
- •nominate beneficiaries
- •update beneficiary details
Beneficiary nominations help ensure pension benefits are dealt with appropriately in the event of death. Nominations can usually be updated at any time.
Account security
We take account security seriously.
Keep login details confidential and notify us if you suspect unauthorised access.
Security measures may include:
- •secure login procedures
- •monitoring for unusual activity
- •verification for sensitive changes
You should:
- •keep login details confidential
- •notify us if you suspect unauthorised access
What to do if you spot an error
If you notice something that doesn't look right:
- •review your transaction history or statements
- •contact our support team with details of the issue
We will investigate and respond as appropriate.
Support & help
If you need help with account administration:
- •contact our support team
- •refer to the Help Centre FAQs
- •check the Knowledge Hub for background information
Our team can assist with general account and process-related queries.
Important notes
- •We do not provide investment advice or recommendations
- •We do not assess suitability
- •Account features depend on account type and regulation
- •All accounts are provided on an execution-only basis.