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Elevate help centre

Find help articles and support information for the Elevate platform.

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Help guides

Platforms

Getting set up

Getting started with ElevateAdviser charging on ElevateAdviser system integrations on Elevate
Adviser

Client servicing

Client servicing on ElevateClient bereavement processClient reports & administrator dutiesCapital Gains Tax tool guideFATCA and Common Reporting StandardE-signatures using your own provider
Portfolio construction

Placing money on the platform

Aberdeen bank detailsAML customer due diligenceSet up a single contribution on ElevateSet up a regular contribution on ElevateMoving money from GIA to ISA

Withdrawing money from the platform

Set up drawdown on ElevateOne-off or regular withdrawals
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Trading on the platform

Adding a new fund to the platformCreate and manage model portfoliosPre-funding of investments

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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 information

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