How can we help?
-
Where can I find the customer reference number?
This 8-digit reference number will be quoted on the letter which is sent to you by NS&I confirming the successful registration of your customer’s Letter of Authority.
-
Our firm member with admin rights has added myself onto the firm’s access, but I have not yet received my activation email. What should I do?
Please can you ask your firm’s admin user to ensure that your email address has been entered correctly, they will be able to amend this for you if it is not.
Please also check your junk or spam email filter/folder in case our email has been marked as such in error.
If the issue persists, please call the Adviser Helpline on 0800 092 1228 and we can investigate this for you.
-
Our only user with admin rights has left the firm without passing on their admin access. Can you advise how we can add a new admin user?
Yes, for this we would need you to send us this request in writing. Please include your firm’s details, the details of the existing user and the new user to be given administration rights.
-
Can we set up multiple ‘super-users’ on the system?
Yes, but not during initial registration.
The system will only generate one automated registration email. However, once the first ‘super-user’ has registered they will be able to register other ‘super-users’, and grant them full admin rights. The ‘super-users’ can then add other staff with normal access.
Having multiple ‘super-users’ would be particularly useful for the larger advice firms with more than one office, or to cover absences.
-
The link in my activation email is not working, can you advise on what I should do?
Please contact the Adviser Helpline on 0800 092 1228 and they can arrange for a new email to be sent.
Adviser email updates
Adviser email updates offer the quickest, easiest way to stay up to date with the latest news on our products, interest rates and other important developments affecting advice firms.
In order for us to send you adviser email updates, please provide your contact details.