Wrap is a sophisticated and flexible online wealth management platform. It offers access to the full suite of tax wrappers, personal portfolios and trust accounts as well as the technology and tools to help progressive advisers deliver the best possible service to clients.
If you’re not already a Wrap user and want to set up Wrap access, sign up to Wrap.
Once set up, this page has guides and information about Wrap’s features and tools to help you get started.
Setting up unipass
If you don’t already have unipass set up, follow the steps in this video to get started.
How to add or amend adviser firm users
Watch our quick guide video for setting up new users on the platform, or download the PDF below.
Navigating the platform
This guide illustrates how to complete key user journeys.
How to set up client portal access
Find out how to give clients access to their accounts using this quick guide.
Adviser charging on Wrap
Transferring equities to Wrap
This process guide shows you the steps to take if you want to transfer a client’s existing equities to the Wrap platform.
Wrap charges
Find out about the different types of Wrap charges and how we calculate them in this detailed breakdown.
Charging your Wrap clients
This guide explains actions you can take to make sure you receive your adviser charge, by keeping cash healthy within your clients’ Wrap account.
How assets managed on Wrap are charged
See a breakdown of how platform and product administration fees are applied to assets managed through Wrap.
How to trade on your client’s account
This step-by-step guide shows you how to manage investments on the Wrap platform, including bulk trading and turnaround times.
How to apply the Drawdown Price Lock
This step-by-step guide details how to set up Drawdown Price Lock.