Instant answers to advisers' most common questions
question
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How do I reset my password?
This will depend on when you migrated, if you activated your new login ahead of your migration or... -
Where can I view the expression of wish that was previously recorded against my client’s CRA?
If you have previously sent us an expression of wish form for your client’s CRA, this will not ap... -
How can I ensure I’m using the right literature and tools?
All the literature for the new platform can be found on the Adviser Support Hub and our website. ... -
What’s happened to the screen formatting in Internet Explorer and Microsoft Edge?
Our original platform was only accessible via the Internet Explorer or Microsoft Edge browsers, a... -
How can I log in to the new platform?
Before you first log in to the new platform you will need to activate your new login credentials.... -
Will you still accept old forms designed for your previous system?
You should now be using our new forms, which are available on the literature library. If you alre... -
How do I switch a client’s assets?
It is important when switching assets or rebalancing your portfolios that you follow the most app... -
What are Old Mutual Wealth’s new bank details?
Whenever you make payments of client money to us, please ensure you make payment to the appropria... -
How do I add money or amend regular contributions?
We have created a step-by-step summary which explains how to add additional money (top-up or lump... -
Can I still access my last fee statement on the original platform?
Yes. You can still login to our original platform, using your old login details, and then access ... -
How do I find my client’s new account number(s)?
Your clients will receive their new account numbers on their first statement from the new system....