Help and info for Wrap and Fundzone customers

Find information about our platform and access your account details online.

View your investments online

Customers with account numbers beginning WP or SP can access the online portal.

Online help

Fundzone customers

Find all the information you need, including fees and charges and how to access your online account, here.

Contact us

How to get in touch with us if you need to.


Find and download key documents for your products.

Risk warning

The value of your investments can go down as well as up and you may get back less than you paid in. Tax rules can always change in the future. Your own circumstances and where you live in the UK could have an impact on tax treatment.