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.

Aberdeen Group plc

For shareholders, careers and company information.

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Wrap help centre

Find help articles and support information for the Wrap platform.

Top picks for quick support

Wrap resource guide

Struggling to find answers to your pressing questions? Searching for those essential forms and tutorials to get you up and running? Look no further! We've compiled everything you need to streamline your experience with Wrap.

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Wrap video gallery

Unlock the full potential of Wrap- with our comprehensive library of video tutorials. Whether you're a beginner or a seasoned pro, our step-by-step guides will help you master every feature and function.

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Getting started on Wrap

Help for key platform processes

Client servicing

Bank details verificationBereavement processUsing the Client PortalProducing client reportsE-signatures and wet signatures on WrapFATCA and Common Reporting StandardLetter of AuthorityTax management/CGTWhat if tool - how to guide

Placing money on the platform

Aberdeen bank detailsAML customer due diligenceSingle contributionsRegular contributionsPersonal Portfolio to ISA transferTransferring to Wrap
Adviser Community

Quotes & new business

International Portfolio Bond new business and document requirementsISA quotesISA new businessPersonal Portfolio quotesPersonal Portfolio new businessTrusts new businessTrust new business application document requirementsQuote and new business videoOpens in new windowInvestment selection videoOpens in new window

Withdrawing money from the platform

How to process a withdrawalWrap SIPP drawdown requestsIncome and dividends

Trading on the platform

Pre-fundingFunds and dealing on WrapRebalancing guide (PDF)Opens in new windowAdding a new fund to the platform

Business MI & platform reports

Business level data and reportingBusiness management demo video Opens in new window

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Looking for product literature?

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Wrap document centre

Need to contact us?

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Wrap contact details

Want to check our service status?

Information on the status of our platform and services

Service status information

Consumer Duty

Find support for the Consumer Duty with our guides and calculators, target market statements and value assessments.

Consumer Duty support

Accessibility

Find out about accessibility tools and further support for you and your clients, from communications in additional formats to usability of our websites and platforms.

More accessibility information