Home > Advisers > Online services > eTrading

• How to access
• Investment and Retirement Planner
  
• eTrading
• Pipeline
• Online valuations

Our eTrading service allows you to instruct trades on your clients' portfolios online. This service is accessed through our online valuations.

For portfolios invested in internal funds, the service allows you to:

• instruct switches

For portfolios invested in external funds, the service allows you to:

• instruct buy/sell trades
• instruct 'with-proceeds' trades - combined buy/sell trades where the proceeds of the sells are used to fund the buys
• track the status of trades
• view and print contract notes for settled trades