What is the online Customer Centre?
As a Quilter Investment Platform customer, you automatically have your own online account in our online Customer Centre where you can:
- see how your money is performing
- see all your savings with Quilter's platform in one place
- go paperless to reduce unnecessary admin.
How will my online account benefit me?
More and more customers are using the online Customer Centre to help them to feel more engaged and confident about their savings. With your online account, you can:
- easily access your investments on your mobile, tablet or computer, in one secure place
- get an instant valuation of your investments, 24 hours a day, seven days a week
- track your investments' performance, helping you to see how your money is doing
- check if a transaction has gone through, including money paid in and out
- keep your personal details up to date (such as your email address and security information)
- change your fund choice, including for future contributions
- store your documents and reduce paperwork by choosing to receive online communications.
It’s easy to keep track of your money online
Your Quilter online account is an easy and secure way to access everything you need to know about your investments, without scrambling through your paperwork drawer.
Next steps
Using the online Customer Centre
Our helpful guides get you started and show you how to use the online Customer Centre, such as accessing valuations, setting up or changing payments, and viewing your policy documents.
The power of financial advice
We always recommend you seek financial advice before making changes to your investments, for example, when adding or withdrawing money and when changing your investment choice.
If you don't have a financial adviser, and you need help or advice on your Quilter products, our online search tool can help you find an adviser in your local area.