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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HelpPlacing money

Transferring to Wrap

How to guides on transferring your client's products to abrdn, and tracking in progress transfers.

What product are you looking to transfer?

Please choose the product you’re transferring and find the relevant guide to assist you.

SIPP

SIPP cash transfer

How to transfer a pension into the abrdn Wrap Self Invested Personal Pension in cash.

SIPP in-specie transfer

How to transfer a pension into the abrdn Wrap Self Invested Personal Pension in-specie.

Personal Portfolio

Personal Portfolio transfer

How to transfer a General Investment Account into the abrdn Personal Portfolio. (These are always in-specie).

ISA

ISA cash transfer

How to transfer an ISA into the abrdn ISA Stocks and Shares in cash.

ISA in-specie transfer

How to transfer an ISA into the abrdn ISA Stocks and Shares in-specie.

Transfer tracking video

You can track transfers on our user dashboard. View the video below for more details.

Related help

Our bank details

Find abrdn bank details for payments in.

AML – Customer due diligence

Find out how to upload Anti-Money Laundering (AML) information to enable customer and trust/corporate account activation.

Adding a new Personal Portfolio

How to produce sign-up paperwork and add a new Personal Portfolio for your client.

Trusts - new business

How to set up a new Trustee and set up a Trust on Wrap.

Setting up a new ISA

How to produce sign-up paperwork and add a new Stocks and Shares ISA on Wrap for your client.

Setting up a regular contribution

Set up a single contribution on Wrap

Set up a single contribution on Wrap