Stocks and Shares ISA - what you can do online

Our online service helps you complete key actions quickly.

• Whether your client's just getting started with Royal London, or already has a plan with us, you can easily apply for our ISA online
• You can also produce a personalised quote to present to your client
• Our built-in transfer step makes it simple to move your client’s existing ISA from another provider. 

New business tracker

Our new business tracker also comes with several helpful features.

• Instant online access to key information - instant access saves you time and delivers more efficiencies for your business
• Real-time updates - see exactly how your application's progressing and keep your clients informed
• Proactive task and email alerts - we'll let you know if more information's needed from you through on-screen alerts. You'll also receive an email alert whenever a client's application status changes
• Immediate remuneration updates - our tracker tells you what's been paid and what's due.

Easily make changes to your client’s personal details. 

• Address
• Contact number 
• Email address
• Update marketing preferences.

Quickly generate engaging, straightforward illustrations with your clients and demonstrate the impact of making a change. 

• As is illustration
• Increment quote (single, regular, transfer)
• Change or stop regular contributions
• Start, stop or change adviser charges. 

See your clients’ plans, review investment options, and check current valuations – all in one place.

• Performance and growth 
• Current valuations
• Investment information
• Transaction history.