Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

abrdn plc

For shareholders, careers and company information.

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Wrap help centre

Find help articles and support information for the Wrap platform.

Most common questions

Getting started on Wrap

Help for key platform processes

Client servicing

Bank details verificationBereavement processUsing the Client PortalProducing client reportsE-signatures and wet signatures on WrapFATCA and Common Reporting StandardLetter of AuthorityTax management/CGTWhat if tool - how to guide

Placing money on the platform

abrdn bank detailsAML customer due diligenceSingle contributionsRegular contributionsPersonal Portfolio to ISA transferTracking transfers videoOpens in new window
Adviser Community

Quotes & new business

ISA quotesISA new businessPersonal Portfolio quotesPersonal Portfolio new businessTrusts new businessTrust new business application document requirementsQuote and new business videoOpens in new windowInvestment selection videoOpens in new window

Withdrawing money from the platform

How to process a withdrawalWrap SIPP drawdown requestsIncome and dividends

Trading on the platform

Funds and dealing on WrapRebalancing guide (PDF)Opens in new windowAdding a new fund to the platform

Business MI & platform reports

Business level data and reportingBusiness management demo video Opens in new window

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Looking for product literature?

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Wrap document centre

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Wrap 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