If you are an intermediary, you will need to register before you can access our online services. If you are a client, you will need to speak with your financial adviser about gaining access to your account. Note that the Embark platform is only available to the clients of financial advisers.
Access important documents and materials for advisers, discretionary fund managers and clients, using the links below.
selection of handy 'Step-By-Step' guides.
Our step by step guides will help you troubleshoot basic processes on the Embark platform.