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 make a contribution on Wrap?
How do I set-up access to Wrap?
How do I add clients bank details on Wrap?
How to process a withdrawal on Wrap
Find step-by-step guidance for processing withdrawals.
Product quotes and new business on Wrap
Guidance around producing a quote on Wrap.
Requests and Document Submission
You can now submit documents and servicing requests in our Request Centre.
How to: Trusts on Wrap
Use our guides to help you place new business application for a Trust.
Help for key platform processes
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.
Client servicing
Support for bereavement, portal use, reports, tax, What If tool, and ISA transfers.
Client setup
Get quick help with client setup, verification and transfers to Wrap.
Trading on Wrap
Support on trading, pre-funding, managing funds, rebalancing, and adding new funds.
Reports and dashboards
Find help with producing client reports and using key Wrap platform features.
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