Set up firm access
Risk Warning
This content is for users of the Wrap Investment Hub and must not be relied on by anyone else. The value of investments can go down as well as up and may be worth less than originally invested.
Set up firm access
The first step in the process is to complete the access request form which will need verified before the joining process begins:
- Completion of a Corporate Due Diligence Questionnaire
- Accept Terms & Conditions for the management of model portfolios on the Wrap platform.
- Completion of an MPS set up form to configure the settings around how you will manage your model portfolios.
If you would like to access the Investment Management Hub, please start the process by completing our access request form and email to investment_hub@aberdeenplc.com
Manage firm access
You can edit some of your Firm’s settings on the Hub by selecting ‘Firm’ on the ‘Admin’ tab then click on ‘Edit Firm’. This will open up a new three Step ‘Edit Firm’ wizard.
Step one – Firm Details: in this section you can edit your Firm’s contact details, some model portfolio information and manage authorisation preferences.
Step two – Alerts: here you can manage non-mandatory Corporate Action alerts that are posted to your Home page and the frequency of Corporate Action email notifications.
Step three – Validate & Execute: you can submit changes to be applied to your Hub Firm’s set up.