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When making a fund selection you will be able to bypass the need for a portfolio and apply the same fund costs across all products. You will need to define the net initial and on-going costs of the fund & the growth rate the fund has. ...
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As the platform invests in portfolios which are not available in our fund feed from FE fund info, we are unable to link the portfolios to the platform. The additional charges that apply to active investments such as the DFM and switch charge c...
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The platform invests in portfolios which are not available in our fund feed from FE fund info, so we are unable to link the portfolios to the platform. You can either opt to build the portfolios manually using the component underlying funds o...
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This guide provides instructions for the setup and use of the electronic contract valuation service via the Synaptic product suite. Online Contract Enquiry training courses are run on a regular basis, please go to our events page to register. &nb...
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For some Providers you will need to use credentials that are unique to you. This can be either via a Unipass or with specific usernames and passwords. In order for Contract Enquiry to work you will need to input these details in your Account Setti...
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If you would like to reset your Synaptic Webline password, you will need to do the following: Complete your Webline number and Username & click 'Send' This will send a password request through to your email address. Click the...
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How do I create a user account on Webline
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Webline can be accessed via the Synaptic Software Limited website. Go to the Synaptic website – www.synaptic.co.uk and scroll down the screen until you find the ‘log in’ option. Click on Synaptic. This will take ...
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Clicking the " View All Users " link shows a table of all users registered for that firm (including any that may have been set as disabled for any reason). The first column shows the user name – the admi...
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There could be a few reasons why you have not received a password reset email: Have you entered the correct Webline number and username? Have you checked your junk folder? Your email address may not be within your user details (you should have s...