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What levels of access are available for your online services?

There are six levels of access to the Quilter’s platform as shown in the table.

Role: Master User Delegated Customer Admin Registered Customer with fees Registered Customer without Fees Read only Portfolio Builder
Typical user with access to: Office Manager/
Business lead		 Paraplanner or
Administrator		 Adviser Adviser Administrator Investment Administrator
Asset research, fund prices and performance ✔ ✔ ✔ ✔ ✔ ✔
View asset holdings ✔ ✔ ✔ ✔ ✔ ✔
WealthSelect Portfolio Explorer and reporting ✔ ✔ ✔ ✔ ✔ ✔
Build & edit models ✔ ✔ ✔ ✔ ✔ ✔
Switch models ✔ ✔ ✔ ✔ ✔ ✔
View and create clients ✔ ✔ ✔ ✔ ✔  
Create new business illustration ✔ ✔ ✔ ✔ ✔  
View client reports, valuations & transaction histories ✔ ✔ ✔ ✔ ✔  
View issued documents ✔ ✔ ✔ ✔ ✔  
Tools ✔ ✔ ✔ ✔ ✔  
View business MI ✔ ✔ ✔ ✔    
Maintain client address and bank details ✔ ✔ ✔ ✔    
Submit new business, top-ups, switches and withdrawals ✔ ✔ ✔ ✔    
Maintain regular withdrawals & contributions ✔ ✔ ✔ ✔    
Maintain LTA, update expression of wish ✔ ✔ ✔ ✔    
Merge pension accounts ✔ ✔ ✔ ✔    
Set up and maintain pension income ✔ ✔ ✔ ✔    
View previously generated fee statements ✔ ✔ ✔      
Query and create breakdown of fees ✔ ✔        
Access MI reports for the business ✔ ✔        
Create and maintain other users within the firm ✔          
Transfer clients between advisers ✔