How to guides
These quick reference guides highlight what you need to know when carrying out key processes on the platform.
Key information and process walkthroughs
Offshore Bond Application Submission – Process Guide
Payment In (Cheque or BACS) – Process Guide
Splitting Uncrystallised SIPP Transfers – Process Guide
Third Party Administrator Investment into GIA – Process Guide
Completing a GIA to ISA transfer (individual GIA) – Process Guide
Completing a GIA to ISA transfer (joint GIA) – Process Guide
Completing a GIA to SIPP transfer – Process Guide
Check a client’s bank details are verified – Process Guide
Document library
If you’re looking for forms and other literature, including Terms & Conditions and Key Features, please visit our Document Library.
Got a question?
If you have any further questions about Wealthtime or using the platform, have a look at our searchable FAQs to see whether it’s already been answered.
Otherwise, get in touch and we’ll be happy to help.
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Contact our team today
Whether you're looking to start using our service, or simply have a question for us, we're just a phone call or email away. Lines are open 9am to 5pm Monday to Friday. To help us improve our service, we may record or monitor calls.
For Wealthtime platform queries, call
0345 680 8000
For Wealthtime Classic platform queries, call
03330 417 010