Moneygate Wrap Account
Welcome to the Moneygate Wrap Account
The Moneygate Wrap Account is an asset consolidation service for clients which is currently unrivalled in the UK. It is independent, flexible with a transparent and competitive charging structure. It brings allows you to bring together all of your investments and pensions within a secure online platform.
Key features include:
- Unbiased and unrestricted coverage of the investment and tax wrapper market
- 24/7 access to your account for you and your financial adviser
- Completely transparent and competitive charging structure
- Discounted access to over 3,000 funds with stockbroker and cash management facilities
- Comprehensive reporting suite including current portfolio valuations
- Significantly reduced paperwork and annual Consolidated Tax Voucher
Simple & comprehensive reporting:
Please find below samples of our standard reports to show you how much information you can obtain from your wrap account:
How to open a Moneygate Wrap Account
Please select your chosen account type and ask your Moneygate Financial Adviser to submit your application on your behalf:
Existing customers
Click here to Login to your account
Click here to download our Moneygate Wrap Account User Guide
If you need help please contact our Moneygate IFA Service Helpline on 0845 605 0680 or email ifaservices@moneygate.co.uk