Client login area
The better informed you are, the closer your relationship with your Financial Planners.
View full details including current and historic valuations of your investments held under the custody of the abrdn wrap platform.
Tax Wrappers such as ISA, Personal Portfolio, SIPP, Onshore and Offshore Capital Investment Bond are held here together with a Document Library where you will find copies of relevant information such as statements, contract notes, fund factsheets and consolidated tax certificates. Assess the performance of your investments over timescales of your choosing.
View full details including current and historic valuations of your investments held under the custody of the Transact Wrap platform.
Tax Wrappers such as Stocks and Shares ISA, Junior ISA, General Investment Account, SIPP, Onshore and Offshore Capital Investment Bond are held here. Assess the performance of your investments over timescales of your choosing.
Novia was created in 2008 to provide Advisers with the tools, service and investment range needed to achieve positive investment outcomes for their clients – at every stage of the investment lifecycle. This is still at the heart of everything we do. Our online technology and investment offering is continually evolving, with over 350 Fund Managers and around 100 DFMs constantly adding to their ranges available through Novia.
New to the online Customer Centre? When you become a Quilter Investment Platform customer, you will automatically have access to your own online account, where you can:
- Securely access everything you need about your investments
- Keep track of investment performance and change fund choices
- Easily set up and manage payments and keep personal details up to date
