How to Add a Wrap Product
Information on linking plans to Wrap Products can be found here.
To add a wrap product, first go through the usual steps to add a plan. As this is a wrap product, ensure that the plan is either an investment or pension plan, and that the subtype is a wrap or wrapper.
At the bottom of the ‘Plan Type’ tab when adding a plan, you’ll be asked if this is a wrap product. Simply select yes here and continue to fill out the plan details.
Once you have your plan set up, go to Wrap Details under the Plan Details tab.
Here you’ll be given the options to either mark this as a wrap product or mark it as a plan within a wrap.
Once marked as a wrap product, the second question is replaced with the ability to link any plans that are held within the wrap product.
Adding a New Wrap Product
To add a wrap product, first go through the usual steps to add a plan. As this is a wrap product, ensure that the plan is either an investment or pension plan, and that the subtype is a wrap or wrapper.
At the bottom of the ‘Plan Type’ tab when adding a plan, you’ll be asked if this is a wrap product. Simply select yes here and continue to fill out the plan details.
Making an Existing Plan a Wrap Product
Once you have your plan set up, go to Wrap Details under the Plan Details tab.
Here you’ll be given the options to either mark this as a wrap product or mark it as a plan within a wrap.
Once marked as a wrap product, the second question is replaced with the ability to link any plans that are held within the wrap product.
Updated on: 02/10/2023
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