8月8日 的 Quilter 應用程式分析

With this app for Quilter platform customers, you can: • go paperless and view your documents online • view valuations and performance • check if a transaction has gone through, including money paid in and out • keep your personal details up to date (such as your email address and security information) • carry out simple instructions, such as switches, plus top up your ISA, Collective Investment Account or Collective Retirement Account For customers already registered for Quilter’s online Customer Centre, you can use the same login details you use when accessing the online Customer Centre. We have designed our app using the latest security features to protect your investments and for your peace of mind. This app is for Quilter platform customers only. It is not currently available for Quilter Cheviot, Quilter Investors, Quilter Financial Planning, or Quilter Financial Advisers. The importance of financial advice: We always recommend you seek financial advice before making changes to your investments, for example, when adding or withdrawing money and when changing your investment choice. Your investment may fall or rise in value and you may not get back what you put in.