{"id":13838,"date":"2026-08-18T08:12:34","date_gmt":"2026-08-18T08:12:34","guid":{"rendered":"https:\/\/www.wealthtime.com\/advisers\/?page_id=13838"},"modified":"2026-09-01T13:45:13","modified_gmt":"2026-09-01T13:45:13","slug":"how-to-add-a-new-wrapper","status":"publish","type":"page","link":"https:\/\/www.wealthtime.com\/advisers\/how-to-add-a-new-wrapper\/","title":{"rendered":"How to: Add a new wrapper to an existing investor"},"content":{"rendered":"\n
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How to:<\/p>\n\n \n

Add a new wrapper to an existing investor<\/h1>\n\n \n \n \n\n

Our complete set of product wrappers and wide range of investment options puts you in complete control of your clients\u2019 investments \u2013 no matter what stage they\u2019re at in their investment journey.<\/p>\n\n <\/span>\n\n \n \n \n \n <\/div>\n\n \n <\/div>\n\n \n<\/div>\n <\/div>\n\n \n \n <\/div>\n\n \n <\/div>\n\n \n<\/section>\n\n\n\n\n

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    Key things to remember<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t
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    \n \n Saving applications: \n <\/h3>\n\n \n \n \n \n
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    • \u00a0If you click save, the application appears under ‘Pending Applications’ from the main screen. You can resume or delete the application from there.<\/li>\n<\/ul>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n
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      \n \n Single and regular investments: \n <\/h3>\n\n \n \n \n \n
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      • Single investments must meet the \u00a31,200 minimum.<\/li>\n
      • Regular investments must meet the \u00a350 per month minimum or \u00a3600 per year.<\/li>\n<\/ul>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n
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        Adviser Zone journey<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t
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        From the Adviser Zone dashboard:<\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t

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        \n \n Select \u2018Go to Investor\u2019 \n <\/h3>\n\n \n \n \n \n

        OR use the search bar at the top to search for the investor’s name<\/p>\n

        \u2193<\/h3>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n
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        \n \n From the Investor page, click ‘Add Wrapper’ in the top right \n <\/h3>\n\n \n \n \n \n

        \u2193<\/h3>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n
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        \n \n Select the product wrapper \n <\/h3>\n\n \n \n \n \n

        \u2193<\/h3>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n
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        The submission process<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\t\t\t
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        \n \n 1. Choose a wrapper nickname \n <\/h3>\n\n \n \n \n \n

        The wrapper nickname is optional but useful for telling multiples of the same product wrappers apart.<\/p>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n

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        \n \n 2. Choose investment types \n <\/h3>\n\n \n \n \n \n

        Select from: Single, Regular, or Re-registration<\/p>\n

        Bank transfer limits may require clients to send larger amounts in multiple payments. By selecting ‘Add Another Investment’ in stage 2, you can match the expected amounts to each payment, which helps us add the funds to the wrapper more quicklly.<\/p>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n

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        \n \n 3. Select regular withdrawals \n <\/h3>\n\n \n \n \n \n
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        • Regular withdrawals require a verified bank account.<\/li>\n
        • For prospects: submit the application first, then add the bank account under Investor Details after. Regular withdrawals can then be added under Wrapper Details.<\/li>\n<\/ul>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n
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          \n \n 4. Select ongoing charges \n <\/h3>\n\n \n \n \n \n

          Select from: None, Amount or Percentage<\/p>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n

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          \n \n 5. Add assets \n <\/h3>\n\n \n \n \n \n

          Select from: Cash only, Model Portfolio or Assets<\/p>\n

          There\u2019s an option within this page to use our \u2018Analyse Assets\u2019 tool to help.<\/p>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t\t\t\n\n

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          \n \n 6. View your documents \n <\/h3>\n\n \n \n \n \n

          Document types:<\/p>\n

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          • Pre-sales illustration \u2013 This is an imago illustration.<\/li>\n
          • Payment instructions \u2013 This document provides our bank details for single deposits.<\/li>\n
          • Client Report \u2013 This is for your records, there\u2019s no need to send this to us.<\/li>\n
          • Application Summary \u2013 This is for your records, there\u2019s no need to send this to us.<\/li>\n
          • Direct Debit Instruction \u2013 This document is for the client to complete and send back to us.<\/li>\n<\/ul>\n

            Some documents are available after submission. You can find these in the client dashboard, under Documents. However, we recommend that you download the ones you need from this page.<\/p>\n \n <\/span>\n\n \n \n <\/div>\n\n <\/article>\n\n\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\n\n\t\t\n\t\t\t\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>\n\n\n

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            What happens next<\/h2>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t
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            Once submitted the client will pull through to our back-office system, then will be available to view on Adviser Zone.<\/p>\n

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            • If it\u2019s a single contribution, tell the client they can now do the bank transfer to the bank details provided in the payment instruction document.<\/li>\n
            • If it\u2019s a regular contribution and the client wasn\u2019t present, the direct debit instruction needs to be completed and sent to us.<\/li>\n<\/ul>\n

               <\/p>\n\n\t\t\t\t\t<\/div>\n\n\t\t\t\t\n\t\t\t\t\n\t\t\t\t\t\n\t\t\t\t\n\t\t\t<\/div>\n\n\t\t\t\n\t\t\t\t

              \n\n\t\t\t\t\t
              \n\n\t\t\t\t\t\t\"signpost\n\t\t\t\t\t<\/div>\n\n\t\t\t\t<\/div>\n\n\t\t\t\n\t\t<\/div>\n\n\t\t\n\n\t\t\n\n\t\t\n\t<\/div>\n\n<\/section>","protected":false},"excerpt":{"rendered":"","protected":false},"author":39,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"_acf_changed":false,"footnotes":""},"class_list":["post-13838","page","type-page","status-publish","hentry"],"acf":[],"yoast_head":"\nHow to: Add a new wrapper to an existing investor - Advisers<\/title>\n<meta name=\"robots\" content=\"noindex, follow\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"How to: Add a new wrapper to an existing investor - Advisers\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.wealthtime.com\/advisers\/how-to-add-a-new-wrapper\/\" \/>\n<meta property=\"og:site_name\" content=\"Advisers\" \/>\n<meta property=\"article:modified_time\" content=\"2026-09-01T13:45:13+00:00\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/how-to-add-a-new-wrapper\\\/\",\"url\":\"https:\\\/\\\/www.wealthtime.com\\\/advisers\\\/how-to-add-a-new-wrapper\\\/\",\"name\":\"How to: Add a new wrapper to an existing investor - 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