Our secure site is a convenient way for you to view and manage your accounts with us.
Securely operate and manage all aspects of your account with us.
Secure logins to the toolkit in your Adviser Centre and to your client accounts.
Manage your clients’ accounts.
Our secure site is a convenient way for you to view and manage your accounts with us.
Or you can opt out.
Securely operate and manage all aspects of your account with us.
Secure logins to the toolkit in your Adviser Centre and to your client accounts.
Files can be uploaded as either a full file or a maintenance and contribution file.
A full file contains both employee data and contribution amounts.
A maintenance file contains only employee data. A contribution file contains contribution amounts and some limited employee data.
The type of file needed will depend on the account settings.
Examples of the file types can be found in our resource library.
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