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Refreshing change

Your Stocktrade service with Embark

On 28 October 2019 interactive investor, agreed the sale of Alliance Trust Savings’ adviser and partnership business to Embark Group (Embark). This included the Stocktrade service which is now provided by Embark.

Here you will find useful information on the move and what it means for you, and any retail clients who have accounts with Stocktrade.

About Embark Group

Embark Group is a fast growing, diversified, financial services business. You can find out more information at the Embark Group website or download our Group Due Diligence guide.

£40bn↑

Assets under admin

100%

Independent

415,000

Individual clients

8

Locations nationwide

*All figures as at 10 May 2021.

Three steps to register for advisers/agents

Although your Stocktrade Service and your clients’ accounts have now moved to Embark, we need to you register with Embark. If you have not already done so, please:

1

Read the new Stocktrade Terms of Business and Terms of Use.

2

Download the Stocktrade Agent Form and complete for your Firm.

3

Sign, scan and email the completed form to support@stocktrade.co.uk.

Your questions answered

Here you can find questions and answers on topics we think will be important to you. We will continue to update these so we encourage you to check back here regularly to get the very latest information.

Your service will continue essentially as it was before but will now be run on an updated version of the JHC Figaro platform. This will bring improvements in stability, efficiency and scalability of your service. It will also provide a more robust base from which Embark can develop for the future.

Your service should continue essentially as it is now. Your fees and charges will remain the same. If your fees and charges change in the future, we will give you notice of this in line with our Terms & Conditions.

If you decide you don’t want to accept Embark’s Terms of Service you are free to move to another provider. We require an instruction from your new provider to enable us to process a transfer.

Only Advisers/Agents who have not already done so are required to complete and return the registration form. If you are required to complete the form ATS will have signposted this in the letter you received from them.

You may only have been asked to read the new Terms and Conditions that will now apply.

If you have not returned the form you will be unable to access your clients accounts and this may affect your ability to support your clients. Signing up is straightforward and you can do so here.

Want to find out more?

To find out more about Embark and how your business and your clients can benefit, you can download the following documents.

If you still need help

If you can’t find the answer to a question you have here, we’re happy to help. We’re open from 8am to 5pm, excluding weekends and public holidays.

Phone: +44 (0) 131 240 0180
Email: support@stocktrade.co.uk
Post: Stocktrade, PO Box 164, 8 West Marketgait, Dundee, DD1 9YP

Lines are open Monday to Friday, 8am to 5pm, and calls may be recorded for training and monitoring purposes.

Investments can go down as well as up. You may get back less than you originally invested. This site is intended for Professional Clients only and should not be communicated to, or relied upon by Retail Investors.

Stocktrade is a trading name of Embark Investment Services Limited, a wholly owned subsidiary of Embark Group. You can find out more information at the Embark Group website or download our Group Due Diligence guide.