How do I contribute to my Transact portfolio?

To contribute to your Transact portfolio, you need to make a payment to the following bank details:

Bank: Nat West

Sort Code: 60-00-01

Account Number: 36298921

Account Name: Transact Client Account

Payment Reference Number: Your Transact portfolio number followed by ISA/GIA/Pension. For example, 123-456-789 GIA.

After making your contribution, please contact us via a secure message on IQ Wealth or by clicking the hyperlink below.

Email the team

A member of the Client Services team will confirm receipt of payment within the next working day, provided the payment is made before 5 pm between Monday and Friday.

If you do not know your Transact portfolio reference number, please request it by contacting us via a secure message on IQ Wealth or by using the button above.