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It's easy to sign up to Elevate online. If you have the right details on hand, signing up will take between 10-15 minutes. In most cases there's no need to call or post signed forms.
To complete registration for your firm you need to be a nominated signatory. A nominated signatory is authorised to accept the Elevate Adviser terms of Business on behalf of their adviser firm.
Please note: If your firm is already using Elevate and you want to add new users, this is done by contacting your firm’s admin user and not by completing this sign up process.
Before you start our online sign up process, follow these steps:
Please take the time to review the platform’s offers and capabilities and whether it meets your client and business needs. We created a guide to help you perform these due diligence checks on Elevate.
If you have questions or want to discuss your particular need, call us on 0345 600 2399. Call charges will vary.
Use our client guide to check your clients’ suitability. This will help determine if Elevate is right for them and what they can expect from the platform.
To register you must have the authority to accept the Elevate Terms of Business on behalf of your firm.
You will also need:
We’ll set you up on Elevate and send you two emails within 5 working days. One with your new login details, the other with a link to create your own password.
Then your adviser and admin user can start using Elevate straight away. Your admin user can also start adding other staff from your firm.
To complete registration for your firm you need to be a nominated signatory. A nominated signatory is authorised to accept the Elevate Adviser Terms of Business on behalf of their adviser firm.
Choose an option below to begin.
Is your firm an appointed representative firm which belongs to a principal firm or network?
If you need any help completing the form, please call 0345 272 6622 Mon-Fri, 9am-5pm. Call charges will vary.
Issued by a member of abrdn group, which comprises abrdn plc and its subsidiaries.
This website is provided by Standard Life Savings Limited. It describes products and services provided by the abrdn Group (including Standard Life Savings Limited and Elevate Portfolio Services Limited) and the Phoenix Group (including Standard Life Assurance Limited, Standard Life Trustee Company Limited and Standard Life International dac).
The abrdn Group comprises abrdn plc (SC286832) and its subsidiaries. The Phoenix Group comprises Phoenix Group Holdings plc (11606773) and its subsidiaries.
Full product and service provider details are described in the legal information notice.
Wrap Platform, Wrap Personal Portfolio, Wrap ISA and FundZone Platform are all provided by Standard Life Savings Limited, which is part of the abrdn Group.
Standard Life Savings Limited is registered in Scotland (SC180203) at 1 George Street, Edinburgh, United Kingdom, EH2 2LL. Standard Life Savings Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Wrap platform.
Wrap SIPP and Wrap Onshore Bond are both provided by Standard Life Assurance Limited, which is part of the Phoenix Group. Standard Life Assurance Limited is registered in Scotland (SC286833) at Standard Life House, 30 Lothian Road, Edinburgh, EH1 2DH. Standard Life Assurance Limited is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority.
Wrap Offshore Bond is provided by Standard Life International dac, which is part of the Phoenix Group. Standard Life International dac is a designated activity company limited by shares and registered in Dublin, Ireland (408507) at 90 St Stephen’s Green, Dublin. Standard Life International dac is authorised and regulated by the Central Bank of Ireland and subject to limited regulation in the UK by the Financial Regulation Authority. Details about the extent of its regulation by the Financial Conduct Authority are available on request.
The Elevate platform, Elevate ISA, Elevate GIA and Elevate PIA are provided by Elevate Portfolio Services Limited, which is part of the abrdn Group.
Elevate Portfolio Services Limited is registered in England (01128611) at Bow Bells House, 1 Bread Street, London, EC4M 9HH. Elevate Portfolio Services Limited is authorised and regulated by the Financial Conduct Authority.
Please see your terms and conditions for more information on the use of the Elevate platform.
Copyright © abrdn plc 2021. All rights reserved.
abrdn plc is registered in Scotland (SC286832) at 1 George Street, Edinburgh, EH2 2LL