Intermediary services

We provide tailored and flexible services for financial intermediaries acting on behalf of their clients. We have a dedicated department which has a wealth of knowledge and expertise in supporting professional advisers, solicitors, fund managers and other financial intermediaries with the administration of execution-only accounts.

Register for online access

Registering for online access makes it easier to manage your client accounts, allowing you to:

  • Place deals online
  • Place limit orders / stop losses online
  • View all your client’s Stocktrade portfolios together
  • Access statements and contract notes online;
  • View and respond to Corporate Action notifications
  • View stock and cash history at any time
  • Gain access to our research centre; and

We also offer ISA dealing for Agents/Intermediaries.
This type of account is tax efficient and can be used to shelter your clients’ investments from CGT and personal tax liability on any dividend income.

Please contact our Business Development team for more information


0131 240 0180

FIT@stocktrade.co.uk

The value of your investments can fall and you may get back less than you invested

Stocktrade is a division of Alliance Trust Savings Limited, which is a subsidiary of Alliance Trust PLC and is registered in Scotland No. SC 98767, registered office, PO Box 164, 8 West Marketgait, Dundee DD1 9YP; is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, firm reference number: 116115. Alliance Trust Savings gives no financial or investment advice. Calls may be recorded for training and security purposes.