The value of your investments and the income from them may go down as well as up, and you could get back less than you invested.

Platform help centre

Here you will find a host of useful information to help guide you through the 7IM Platform.

Platform video guides

Please select one of the below categories to help find the video guide suitable to you.

Money

Pre-sales and account opening

View our pre-sales and account opening video guides.

Cogs

Account maintenance

View our account maintenance video guides.

Resources

Client reporting

View our client reporting video guides.

Flux

View our trading video guides.

Introducing Secure Lifetime Income in partnership with Just

At 7IM, we recognise the unique challenges that advisers face when it comes to creating and managing a sustainable income stream in retirement.

That’s why we’ve partnered with Just to offer their innovative Secure Lifetime Income solution.

IFA Feature 11

Popular Platform documents

All of our forms and documents can be found in our literature centre.

Useful links

Discover more

Investment accounts on the 7IM Platform

Visit our information hub providing guidance on how to open, top-up, and manage the various wrappers available on our platform.

Discretionary fund managers

Discretionary fund managers and the model portfolios available on the 7IM Platform.

Latest updates to the 7IM Platform service

Keep up to date with the latest new features on the 7IM Platform as well as a look ahead to future developments.

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Contact us

Need to get in touch? Our Platform Service Team can help with technical support.

platformmailbox@7im.co.uk

Meet the Platform Team