Adviser help centre
Find help guides, contacts and support for your platform.
Help guides
View guides on key processes for Wrap, Funzone and Elevate.
Contact details
Find phone numbers, postal address and emails for Wrap, Fundzone, Elevate and Aberdeen MPS.
Our bank details
Find all our bank details for payments in.
Popular help guides
Withdrawals on Wrap
View the help guide for withdrawals on Wrap, including adding a one-off withdrawal, verifying bank accounts and troubleshooting failed withdrawals.
Set up a single contribution on Wrap
View the help guide on how to setup single contributions on Wrap.
SIPP Drawdown guide
View our guide on setting up drawdown, including links to the online form for Wrap SIPP requests.
Wrap bereavement process
View the help guide on how to handle the death of a client.
Helpful links
Latest developments and enhancements
We continuously invest in our solutions to deliver improvements that matter most to your clients and business.
Request centre
The new Request Centre allows you to securely submit servicing requests and Wrap client documents, all in one place.
Check our service status
Find important updates on the status of our services, any issues and planned downtimes for maintenance and public holidays.
Consumer Duty
Find support for the Consumer Duty with our guides and calculators, target market statements and value assessments.
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.