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.

Aberdeen Group plc

For shareholders, careers and company information.

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HelpQuotes and new business

Wrap resource guide

Struggling to find answers to your questions? Searching for those essential forms and tutorials to get you up and running? Look no further. We've compiled everything you need to streamline your experience with Wrap.

Top requested resources

Based on our call data, we have compiled a list of resources frequently needed.

Resource Type
How to produce an ISA quote  Guide 
How to produce a Personal Portfolio quote   Guide 
How to add or amend adviser user access  Guide 
How to enable client portal access
 Guide 
How to add a single payment  Guide
How to add a regular payment  
 Guide
How to process a withdrawal   Guide
Adding bank details for an existing client  Form 
How to add a new client Guide
Aberdeen bank details for payments in  Guide

FAQs

Based on our call data, we have compiled a list of frequently asked questions  

Related help

Personal Portfolio quotes

How to produce a quote for a new Personal Portfolio (PP).

How to run an ISA quote

How to produce a quote for a new Stocks and Shares ISA on Wrap.

Client portfolio report

How to produce a client portfolio report from the platform

Trusts - new business

How to set up a new Trustee and set up a Trust on Wrap.

Setting up a new ISA

How to produce sign-up paperwork and add a new Stocks and Shares ISA on Wrap for your client.