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.

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7IM Platform help centre

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

Tax Year End 2024/25

Platform video guides

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

Invest

Pre-sales and account opening

View our pre-sales and account opening video guides (including our new platform login process guide).

Cogs

Account maintenance

View our account maintenance video guides.

Documents

Client reporting

View our client reporting video guides.

Statistics

View our trading video guides.

Key dates and support for 2024-25 tax year-end

With TYE fast approaching, we have a dedicated information hub with key dates to keep in mind as you plan for this busy time of year.

TYE Key Dates

Discover more

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.

DFMs on Platform

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

Platform login help and FAQs

Find answers to our most frequently asked questions and help for accessing our new Platform login system.

Conversation

Contact us

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

platformmailbox@7im.co.uk

Meet the Platform Team