Welcome to the Moneygate Wrap Account

The Moneygate Wrap Account is an asset consolidation service for clients which is currently unrivalled in the UK. It is independent, flexible with a transparent and competitive charging structure. It brings allows you to bring together all of your investments and pensions within a secure online platform.

Key features include:

  • Unbiased and unrestricted coverage of the investment and tax wrapper market
  • 24/7 access to your account for you and your financial adviser
  • Completely transparent and competitive charging structure
  • Discounted access to over 3,000 funds with stockbroker and cash management facilities
  • Comprehensive reporting suite including current portfolio valuations
  • Significantly reduced paperwork and annual Consolidated Tax Voucher
What is the Moneygate Wrap Account?
- Benefits of Moneygate Wrap Account
- Why is the Moneygate Wrap Different?
- What does your Moneygate Wrap do?
- What are the benefits to me?
- What are the next steps?
- Not suitable for everyone
Existing customers
- Login to your account
- Moneygate Wrap Account User Guide
- Moneygate IFA Service Helpline
How to open a Wrap Account:
- Application forms
- Charges & Fee Schedule
 

Simple & comprehensive reporting:

Please find below samples of our standard reports to show you how much information you can obtain from your wrap account:

How to open a Moneygate Wrap Account

Please select your chosen account type and ask your Moneygate Financial Adviser to submit your application on your behalf:

Existing customers

Click here to Login to your account

Click here to download our Moneygate Wrap Account User Guide

If you need help please contact our Moneygate IFA Service Helpline on 0845 605 0680 or email ifaservices@moneygate.co.uk