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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Getting started with Elevate

Getting started with Elevate

This guide is full of information to help you access the Elevate platform and gives you an overview of its features.

Download the getting started guide
 

Adding a new Elevate Pension Investment Account (PIA) client

Find out how to add new PIA clients, make payments and conduct transfers from other providers using Elevate.

Download guide to adding a new PIA client

Quick Quote Illustration for Pension Investment Account (PIA)

How to generate information, quotes and illustrations for PIA with Elevate.

Download Quick Quote pension illustration guide
 

Adding new Individual Savings Account (ISA) or General Investment Account (GIA) client

Details on how to add a new ISA or GIA client, set up a transfer and make payments using the Elevate platform.

Download guide to adding a new ISA/GIA client
 

Setting up an International Bond on Elevate

How to set up an Elevate account to invest bond assets from our panel of International Bond providers.

Download guide to setting up a new International Bond
 

Getting started with online access

This guide shows you how to get started with Elevate online access

Download online access guide
 

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