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Over 1,950 advice firms in the UK have now registered to use NS&I’s dedicated online service, meaning 1 in 3 firms.
Once registered you will be able to get easier and faster access to your clients’ NS&I holdings.
The online service enables you to:
- View a list of your clients with NS&I holdings (subject to a Letter of Authority)
- Select a client and view their portfolio
- View the transaction history of an account
- Get a valuation of your clients fixed term accounts and see maturity dates
- View copies of communications sent to clients from NS&I
- View a client’s Premium Bonds prize history
You can find full details of how to register by accessing NS&I’s website for advice firms: nsandi-adviser.com
If you are not the person in your firm that usually deals with registering for this type of service, please pass this information on to the most appropriate colleague.
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