Can my clients get online access to the platform?

Your clients can register for access to our online Customer Centre, which allows them to:

• Instantly view all their accounts and investments in one convenient place, using their computer, tablet or mobile device
• Print valuation statements and account information, or save as a PDF document
• Request a one-off withdrawal up to £75,000 and regular withdrawals online for ISA and Collective Investment Accounts held in one individual’s name
• Top up their CRA, ISA and CIA accounts, including Junior ISAs on which they are listed as guardian
• Access performance information, details of money paid in and out of their accounts, plus a transaction history
• Switch and redirect their fund choice*
• Choose to receive their account documentation online to reduce the amount of paperwork they get through the post.
• Access the Quilter customer mobile app, so all their Quilter platform investments are instantly available at their fingertips.

* Clients are prompted to speak to their financial adviser before carrying out a fund switch.

Clients can register for the online Customer Centre on our website:
customer.platform.quilter.com/en-gb/Customer/Login/

Customers can download the Quilter app here:
quilter.com/app/

User guides are available for you to pass on to your clients:
How to register and login: quilter.com/siteassets/documents/platform/guides-and-brochures/10695-occ-user-guide.pdf

Online Customer Centre user guide: quilter.com/siteassets/documents/platform/
guides-and-brochures/21340-occ-user-guide.pdf