Client servicing features
How to check if money has been received, go paperless, update client details and more.Information about Additional Permitted Subscription for the Elevate Individual Savings Account (ISA)
How to transfer cash to the ISA or Pension Investment Accounts (Bed and ISA or pension), including from a joint General Investment Accounts
How to manage cash to pay fees and view reports
Setting up client access and paperless communications
How to use the reports and documents library in Elevate
How to check that money has been received
How to link accounts for family members
How to update client details
Payments and contributions
How to perform a range of payment and contribution functions.How to set up a one-off payment from an Individual Savings Account or a General Investment Account
How to set up a regular outgoing payment
Taking pension benefits
Guides on a range of ways clients can take their pension benefits.Changing regular pension income and taking one-off payments
Flexi-Access Drawdown Conversions & Merger
Flexi-Access Drawdown
Regular (drip-feed) drawdown
Buying, selling and switching funds
How to buy, sell and switch funds with Elevate.Buying and selling investments (regular orders)
Buying and selling investments (single orders)
Buying and selling securities (quote and deal)
Switching investments
Bulk switching