Important notice: The Connect service will be closing on 31 May 2023.

For more information about the closure, please refer to the Frequently Asked Questions, or contact us at [email protected]

User guide

Our Connect user guide for advisers aims to take you through the steps of using some of the key functions, including generating a quote, making an application, transfer tracking, producing ad-hoc and personalised client reports, editing and managing your clients’ accounts, fund switching, organising withdrawals and much more.

For further information see Connect FAQs