With the Quilter app, 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 or Collective Investment 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 & Reviews
4.9
out of 5
24 Ratings
This release introduces several new features. You can now create a valuation statement for any date in the past and explore a new content series focused on cybersecurity and what to watch out for. As always, we’ve also made behind the scenes improvements to enhance security and improve app stability, ensuring your experience remains smooth and reliable.
Version 4.9.11
The developer, Quilter Business Services Limited, indicated that the app’s privacy practices may include handling of data as described below. For more information, see the developer’s privacy policy .
Data Linked to You
The following data may be collected and linked to your identity:
Financial Info
Contact Info
User Content
Identifiers
Sensitive Info
Data Not Linked to You
The following data may be collected but it is not linked to your identity:
Identifiers
Usage Data
Diagnostics
Privacy practices may vary, for example, based on the features you use or your age. Learn More
Accessibility
The developer has not yet indicated which accessibility features this app supports. Learn More