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Wealthtime Platform Support

Here you’ll find our handy resources and guides to get the best out of our Wealthtime Platform.

Welcome to Investor Zone

Investor Zone is tailor made for you to view your investments, understand your performance and enjoy full transparency. Watch our introductory video now for a tour around our portal:

 

Login guidance

Stuck on how to log in to Investor Zone? Forgotten your password, or never received your login details? We’ve got you covered with our handy new login guide and FAQs.

View Investor Login Guidance
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Helpful Guides

27 Oct 2023

Guide: Secure Digital Verification

We have partnered with technology firm Credas Technologies Ltd to start trialling biometric verification in limited circumstances. This is new technology to the wrap platform industry but has proven successful in the banking sector by the so-called ‘challenger banks’. Subject to Adviser consent, clients who historically required copies of ID and bank statements to verify […]

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06 Nov 2023

Guide: Corporate Actions

From time to time investments that you hold may undergo some material changes known as corporate actions. For example, there could be: A change of name, investment objective or policyA change to the level or nature of charges that apply to your investmentA closure or suspension of your investmentA merger of your investment into anotherA […]

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Document Library

These documents are relevant to the Wealthtime Platform (formerly Novia). If sending a paper copy of a form to Wealthtime, please send it to:

Wealthtime Client Services,
PO Box 4328,
Bath,
BA1 0LR

Wealthtime Target Market Statement

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Investor Zone Guide

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Key Features

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Terms and Conditions

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Understanding Charging

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Charges Schedule

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Order Execution Policy

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GSIPP – GAA ZEDRA reports

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Bank Details Form – Individual and Joint (Non-Advised)

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Resources for you

Target Market Statements

Talk to our team today

Your financial adviser should always be your first port of call for any questions you have about your account, however, we’re always happy to help.
contact for support

For Wealthtime platform queries, call
0345 680 8000

For Wealthtime Classic platform queries, call
03330 417 010

To make a complaint, click the relevant platform below:

Wealthtime

Wealthtime Classic