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Choosing Elevate
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Information on solutions and options available on Elevate.
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Products & tools
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Clear detail on our charges and rates on Elevate.
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abrdn MPS
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New Money Market MPS portfolio
Aiming to return Bank of England base rates in a low risk portfolio.
More on Money Market MPS
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Elevate help & guides
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Keep up to date with the latest Lifetime allowance changes
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Elevate help centre

Find help articles and support information for the Elevate platform.

Help guides

Adviser Community

Getting set up

Getting started with Elevate Adviser charging on Elevate

Client servicing

Client servicing on Elevate Client bereavement process Client reports & administrator duties Capital Gains Tax tool guide FATCA and Common Reporting Standard E-signatures using your own provider

Placing money on the platform

abrdn bank details AML customer due diligence Set up a single contribution on Elevate Set up a regular contribution on Elevate Moving money from GIA to ISA

Withdrawing money from the platform

Set up drawdown on Elevate One-off or regular withdrawals

Trading on the platform

Create and manage model portfolios Adding a new fund to the platform

Need more help?

Looking for product literature?

Search for product literature and forms in our Elevate document centre

Elevate document centre

Need to contact us?

Find out how to get in touch.

Elevate contact details

Want to check our service status?

Information on the status of our platform and services

Service status info

Consumer Duty

Find support for the Consumer Duty with our guides and calculators, target market statements and value assessments.

Consumer Duty support

Accessibility

Find out about accessibility tools and further support for you and your clients, from communications in additional formats to usability of our websites and platforms.

More accessibility information