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Our i.nvest services are exclusive to customers of Alliance Trust Savings.
There are a number of ways you and your clients can be granted access to our i.nvest services.
To gain access to our simple and efficient trading platform, your client must open an account with us.
Once the account is open, your client will be sent a Personal ID and PIN which is unique to them. This will then allow them to login to our secure i.nvest services.
If your client already holds an account with us and but are currently not taking advantage of our online services, they can register today and we will issue them with their login details.
Once you have a Personal ID and PIN you will be able to access your clients’ accounts online.
However, for legacy clients, you may have been provided with view only access, if you and your client would like to alter this arrangement please complete and return a Third Party Authority Form.
This would not alter your client's access to our i.nvest services.
As part of our security and monitoring, we will always be able to tell who has traded within the portfolio.
All forms should be mailed to:
Alliance Trust Savings Limited
PO Box 164
8 West Marketgait
Dundee
DD1 9YP
Alliance Trust Savings Limited is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised and regulated by the Financial Services Authority whose address is 25 The North Colonnade, Canary Wharf, London E14 5HS firm reference number 116115; gives no financial or investment advice.
© Copyright Alliance Trust PLC 2000 - 2011 For use by Professional Financial Advisers only - not to be relied upon by retail customers.
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