Platform help centre
Here you will find a host of useful information to help guide you through the 7IM Platform.
Video guidesSchroders UK 2021 Platform Awards
It’s time to have your say on the 7IM Platform as voting is open for this year’s Schroders UK 2021 Platform Awards.
Platform video guides
Please select one of the below categories to help find the video guide suitable to you.
Popular Platform documents
- 7IM Platform Adviser User Guide
- 7IM Platform Adviser Brochure
- 7IM Client Website User Guide
- 7IM Platform Client Brochure
- JISA Account Opening Form
- 7IM Bank Details
- Platform Service – Fees & Charges
- 7IM SIPP Fees & Charges
- ISA Transfer Form
- 7IM ISA Declaration Form
All of our forms and documents can be found in our literature centre.
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Literature centre
All the literature and documents that you need can be found in our literature centre.
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7IMagine app
Model your clients' financial futures or keep up to date with their portfolios on the go, via our app 7IMagine.
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