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Adviser Update

Over 54% of investor clients have logged into TOL in the last year

Occasionally we observe, or hear a comment, that suggests you may not know how many of your clients use the Transact website.

You may be surprised to hear that in the past 12 months, 54% of clients accessed their online account. A rise of 11% since 2018. We believe this is for a variety of reasons, because:

  • Clients now expect to be able to view their investments online where and when they want.
  • Clients are choosing to switch-off paper preferring to receive Transact correspondence via their Pickup Page.
  • The website is improving for clients as well as advisers.
  • Clients can now access their Transact correspondence from their Pickup Page on the mobile website.
  • You are securely sharing the Investor Report directly on your clients’ Pickup Pages.
  • Some of you are requesting that your clients authorise trade instructions via the online authorisation process (90% of clients belonging to these adviser firms log in).

Just as Mrs. Miggins expects to do her shopping online, we believe that she also expects to see and be reassured that her lifetime savings are easily viewable and safe. There is no evidence that Mrs. Miggins wants to trade online for herself, she prefers to leave that to her adviser. Client surveys don’t highlight this requirement, and the statistics do not indicate it either. We believe there will continue to be this steady rise in clients accessing their online account.

  1. Introduction
  2. Transact Online (TOL) – Recent Enhancements
  3. Transfer Due Diligence Pension Scams
  4. Consumer Duty Actions
  5. Over 54% of Investor Clients have Logged in in the Last year
  6. Share Class Conversion
  7. Transact- BlackRock MPS Update
  8. Dealing with Pension Income Payments in Times of Uncertainty
  9. Fund Changes
  10. Interest on Cash Deposits
  11. Transact Events 2023
This website is designed to be used by financial advisers, their clients and professionals. It is intended as general guidance only and should not be viewed as a recommendation to use or rely on any features mentioned. The information is not advice, nor is it a substitute for advice.
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© 2025 Integrated Financial Arrangements Ltd
"Transact" is operated by Integrated Financial Arrangements Ltd. 29 Clement's Lane, London EC4N 7AE. Tel: 020 7608 4900 Fax: 020 7608 5300. (Registered office: as above; Registered in England and Wales under number: 3727592). Authorised and regulated by the Financial Conduct Authority (entered on the Financial Services Register; no. 190856).