Three steps to get started
Read our due diligence guide
Before you sign up, please take a moment to review our Due Diligence guide to ensure our platform meets your business and client needs.
Complete the relevant application form
When you’re ready, it takes just minutes to sign up by completing the relevant M&G Wealth Platform Application:
Activate your account and login
Your username is a unique number sent to you during registration and usually begins with ‘1’. Your password will be what you set up during your initial account activation process. If this is your first time logging in, you may need to activate your account using the link in your activation email before setting up your login details. If you have lost any of this information you can contact our Customer Service Team.
Important information
If adding more than one user, just complete an additional Section 2 of the form for each user required.
Each form will have to be signed by an FCA Approved Person who has SMF14 or SMF16 functions with the authority to commit to contracts on behalf of the Firm.
We will also need to have evidence of where the bank account details are to be paid (more details available in the application form)
Guides and support
Once logged in you can visit our Training Hub for useful guides including:
- Setting up a client
- Adding further assets
- Creating and editing a model
- Excluding cash and assets form a rebalance
- Rebalancing and money allocation
- Reporting on the platform
- Dealing on the platform
- Transacting insured funds in the platform
Useful materials
Contact us
If you need any assistance with login details or using the platform, please contact our Customer Service Team and they will be happy to help.
Email: