How do I

How do I?

The following section provides answers to the 10 most frequently asked questions from clients new to Schroders Personal Wealth (SPW) and guides you to resources that offer further information.

Frequently asked questions

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Making the most of SPW
We want you to get the most out of your relationship with us and feel supported throughout. If you haven’t had a financial adviser before, the following ‘tips’ should help to get you started.
Everything you need, right at your fingertips
Once you’ve signed up to the MY SPW, not only will you be able to access your investments online, you’ll also discover a whole range of useful support services designed to help with your financial journey.

How do I?

Frequently asked questions

I've lost my MY SPW link, where can I find it?

How do I pay my initial advice fee?

How do I withdraw money from my investments?

How can I change my details (address, phone number, email) ?

When can I expect my tax summary?

When will I receive my statements?

If I want to send a letter, which address should I use?

If I am making transfers into my account, how long should this take?

I only signed up to one-off advice, can I change to ongoing advice?

My family member/friend needs financial advice - how do I put them in touch?

My adviser mentioned to me that I’ll have to sign new Terms and Conditions soon. What does this mean for me?

Find out more about SPW

Making the most of SPW

Everything you need, right at your fingertips