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

Charlotte Thomas

Operations and Technology Manager

Charlotte is Investment Quorum's Operations and Technology Manager. She works hard to increase our firm's operational efficiency across all departments by utilising technology, allowing our team to spend more time face-to-face with clients.

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