NS&I launches new online service for
financial advice firms

Dear

NS&I is excited to announce the launch of a new online service for financial advice firms.

Firms now have secure online access to information on their clients’ NS&I holdings for the first time, via a purpose built portal, designed and delivered to meet growing adviser expectations of NS&I.

Once registered, advice firms will be able to do the following via the new online service:

  • View a list of their clients with NS&I holdings (subject to a Letter of Authority)
  • Select a client and view their NS&I portfolio
  • View the transaction history of an account
  • Get a valuation of fixed term accounts and see their maturity dates
  • View copies of communications sent to their clients from NS&I
  • View a client’s Premium Bonds prize history

Kind regards


Derek Bradley, CEO
Panacea Adviser
www.PanaceaAdviser.com

Panacea is a trading style of Grantmell Ltd. Company registration number 5688007

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