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It's easy to sign up to Elevate online. If you have the right details on hand, signing up will take between 10-15 minutes. In most cases there's no need to call or post signed forms.
To complete registration for your firm you need to be a nominated signatory. A nominated signatory is authorised to accept the Elevate Adviser terms of Business on behalf of their adviser firm.
Please note: If your firm is already using Elevate and you want to add new users, this is done by contacting your firm’s admin user and not by completing this sign up process.
Before you start our online sign up process, follow these steps:
Please take the time to review the platform’s offers and capabilities and whether it meets your client and business needs. We created a guide to help you perform these due diligence checks on Elevate.
If you have questions or want to discuss your particular need, call us on 0345 600 2399. Call charges will vary.
Use our client guide to check your clients’ suitability. This will help determine if Elevate is right for them and what they can expect from the platform.
To register you must have the authority to accept the Elevate Terms of Business on behalf of your firm.
You will also need:
We’ll set you up on Elevate and send you two emails within 5 working days. One with your new login details, the other with a link to create your own password.
Then your adviser and admin user can start using Elevate straight away. Your admin user can also start adding other staff from your firm.
To complete registration for your firm you need to be a nominated signatory. A nominated signatory is authorised to accept the Elevate Adviser Terms of Business on behalf of their adviser firm.
Choose an option below to begin.
Is your firm an appointed representative firm which belongs to a principal firm or network?
If you need any help completing the form, please call 0345 272 6622 Mon-Fri, 9am-5pm. Call charges will vary.