Help and info for Wrap and Fundzone customers
Find information about our platform and access your account details online.
View your investments online
Customers with account numbers beginning WP or SP can access the online portal.
About your investments
Our platform gives you access to a range of products from different providers, each with their own features, limits and tax rules.
Fundzone customers
Find all the information you need, including fees and charges and how to access your online account, here.
Contact us
How to get in touch with us if you need to.
Literature
Find and download key documents for your products.
Risk warning
The value of your investments can go down as well as up and you may get back less than you paid in. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.