Individual

For people managing their own savings and investments.

Intermediary

For wealth managers and financial advisers managing savings and/or investments on behalf of someone else.

Institutional

For DC, DB and LGPS schemes, insurers, charities, universities, family offices and treasurers.

abrdn plc

For shareholders, careers and company information.

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HomeAdviser help centreClient reports and administrator duties
HelpClient servicing

Client reports and admin duties

Including managing passwords and alerts.

Risk warning

The value of investments can go down as well as up, and the investor could get back less than was paid in. Laws and tax rules may change in the future. Personal circumstances and where the investor lives in the UK will also have an impact on tax treatment.

Client reports

How to generate a Contributions & Withdrawals report

Read our step by step process to help you generate a Contributions and Withdrawals report with Elevate.

Create a contributions and withdrawals report (PDF)
 

Your guide to Portfolioscan™ 2.1

How to create Portfolioscan™ reports that show clear and in-depth analysis of your client’s Elevate portfolio or individual product wrappers.

Read the Portfolioscan™ 2.1 guide (PDF)
 

Administrator duties

Resetting passwords

Information on what to do if you forget your password or if your account is locked

How to reset your password (PDF)
 

Setting up and managing alerts

Find out how to choose which client alerts you receive through Elevate and how to check and manage these.

How to set up and manage alerts (PDF)

Related help

FATCA and CRS

Guidance on FATCA and the Common Reporting Standard (CRS)

Signatures and scanned documents

Using e-signatures, wet signatures and scanned documents on Wrap

Elevate bereavement process

Read our step-by-step guide to handling the death of a client.

Wrap bereavement process

Read our step-by-step guide to handling the death of a client.

How to use the Capital Gains Tax tool on Elevate

Bank details verification

For Wrap and Fundzone clients

Help using the client portal

Configuration tips and guides for both advisers and clients.

Managing tax on Wrap