HelpTrading

Adding a fund

How advisers can request a new fund to be added to Wrap or Elevate. Check what's available and complete our form here.

Check if the fund is already on the platform

Please first check that the fund is not already available on the platform you're using.

We have over 4000 assets (mutual funds and ETIs) on our platforms and are adding new ones all the time. You can check our list of assets within the platform or in the lists on these pages:

New fund request – what you need to know

Before requesting a new fund be added, please be aware that:

  • You can request up to a maximum of 10 assets per request. If you want to request more than ten, you'll have the ability to start another request after the first is submitted.
  • We'll keep you updated on progress using the contact e-mail provided on the form

For mutual funds

  • For mutual funds, you'll need the fund name and ISIN
  • We can only support daily priced GBP share classes
  • We do not support PAIFs, TEFs or charitable funds

For Exchange Traded Instruments (ETIs)

  • For ETIs, you'll need the exchange, ticker and ISIN
  • We can only support ETIs listed on the LSE and AIM exchanges on Elevate