Wrap help centre
Get help with using Wrap including step-by-step guides, demo videos and FAQs.
Support for your top tasks
We’ve pulled together the top three most asked questions—plus quick links to help you get started fast.
How do I set-up access to Wrap?
How do I make a contribution on Wrap?
How do I add clients bank details on Wrap?
Product quotes and new business on Wrap
Guidance around producing a quote on Wrap.
How to process a withdrawal on Wrap
Find step-by-step guidance for processing withdrawals.
Get ready for the new Aberdeen SIPP
The Aberdeen SIPP will replace the Wrap SIPP for all new pension applications when it launches.
Help for key platform processes
Client set-up
Get quick help with client setup, verification and transfers to Wrap.
Client servicing
Support for bereavement, portal use, reports, tax, What If tool, and ISA transfers.
Placing money on Wrap
Help with Aberdeen bank details, product quotes, and making contributions.
Withdrawing money from Wrap
Guidance on processing withdrawals, managing income and dividends, and submitting drawdown requests.
Trading on Wrap
Support on trading, pre-funding, managing funds, rebalancing, and adding new funds.
Business MI and platform reporting
Step-by-step guides around how to produce business level reports.
Looking for more support?
More support and service information
Contact us
Find out how to get in touch along with contacts and information for other key processes
Consumer duty
Find support for the Consumer Duty with our guides and calculators, target market statements and value assessments.
Accessibility
Information around accessibility tools and extra support, from alternative formats to website usability.
Our service status
Information on the status of our platform and services