Quilter

Quilter Business Services Limited

About this app

With this app for Quilter platform customers, you can:
• go paperless and view your documents online
• view valuations and performance
• 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)
• carry out simple instructions, such as switches, plus top up your ISA, Collective Investment Account or Collective Retirement Account

For customers already registered for Quilter’s online Customer Centre, you can use the same login details you use when accessing the online Customer Centre.

We have designed our app using the latest security features to protect your investments and for your peace of mind.

This app is for Quilter platform customers only. It is not currently available for Quilter Cheviot, Quilter Investors, Quilter Financial Planning, or Quilter Financial Advisers.

The importance 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.

Your investment may fall or rise in value and you may not get back what you put in.

Ratings and reviews

Good app, quite easy to get around and see financial performance. Also Quilter team keep in touch with updates. Happy with this app 👍

Easy to navigate app for all information visible to keep up to date with what's going on with your account.

Excellent app. it gives full visibility of your Investments. easy to navigate and understand. My financial advisor steered me to Quilter and I not disappointed.

What’s new

We’ve introduced a brand-new Inbox, your central hub for all your Quilter documents and notifications.
Closed policies will now automatically disappear from your account view 6 months after closure, helping keep things tidy.
Plus, we’ve rolled out enhanced security improvements to give you even more protection.
Update now to enjoy a smoother, safer experience.