020 7608 4900
Contact us
Client Video

GETTING STARTED WITH TRANSACT ONLINE

Your financial adviser, who operates independently of Transact, is recommending the use of our investment platform service on your behalf.

Our online platform, combined with our expert personal customer service, enables you and your adviser to manage all your assets and tax wrappers within your investment portfolio from one, centralised place.

They have suggested you watch this quick online video to help you use some of the functionality available to you as our mutual client.

This video is designed to help you learn how to:

  • Navigate the Transact Online Dashboard
  • Update your email address and minimise paper
  • Create a portfolio valuation
  • Generate some Reports and download data.

 

If you need any further help or information, please contact your financial adviser. Alternatively, you can contact us using the link at the top of this page.

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.
Contact Information
  • 29 Clement's Lane, London EC4N 7AE
  • 020 7608 4900
  • Find us on social media
Quick Links
Our Other Sites

© 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).