Get readyA few things you can do now to get ready for the move

It is better to be prepared

On 14 October 2019, your Alliance Trust Savings (ATS) account(s) will move to the interactive investor platform. But you can help smooth the way by logging in to your online account and doing a few simple things now.

If you do not already have your online account set up, contact us at 01382 573737 and we can arrange this for you. Please have your account number and a valid email address to hand. Lines are open 8am to 5pm Monday to Friday and calls may be recorded for training and monitoring purposes.

Your ‘Get ready’ checklist:

  • Add a mobile phone number to your account(s).
    If you have not already given us one, you might want to do that now. Your mobile phone number is used to help verify your identity for some actions on the interactive investor platform, like changing your personal or bank details. It will also be used to help verify your identity if you call to trade over the phone once your account(s) have been moved.
  • Check that our email address for you is up-to-date and personal to you.
    To make sure that you do not miss any communication from us as we make the move to the interactive investor platform, please check that we have an up-to-date email address for you, and that it is personal to you. If you use a shared email address – on a joint account for example – this will only work for one person on the interactive investor platform, so you will need to arrange personal ones for the future.
  • Choose one address we should use for all contact in future.
    If you have given us a correspondence address as well as a residential address for your account(s) only one of these can be moved over to the interactive investor platform. We will carry over the address you have given as your residential address, so you might want to update this before the move depending on your current personal circumstances. Remember, if we have an up-to-date email address that is personal to you, you will be able to hear from us wherever you are.
  • Confirm your nationality and personal identifier if you haven’t already.
    We asked for this information in order to meet the requirements of new rules that came into effect in January 2018. Some people have not been able to do it yet, and you won’t be able to trade through the Alliance Trust Savings platform now or the interactive investor platform in future until you have. Your personal identifier will normally be your National Insurance Number.
  • Review all of your other personal details.
    Take a minute to check that all of the other personal details we hold for you are still up-to-date, and let us know of any changes if they are not.
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IF YOU HAVE QUESTIONS

Our Understanding your new service guide includes helpful information about the interactive investor platform and how it compares to ATS. You could also try our Questions and Answers page.

Go to Q&A