Aviva Platform frequently asked questions


Are distributions and natural income generated by assets paid Gross or Net?

Are non-UK currency assets available on the platform?

Can I select a specific asset within a model portfolio for disinvestment to pay fees and charges?

What is Smart Switch and when does it work?

Cash Management

Do I need to ensure money is held in product cash to pay fees (i.e. 2%) and only invest 98% into a model?

Do I have to hold cash for fees and charges?

Do I need to have available cash to process a Bed & ISA?

How can I see all of my clients' cash holdings in one place, to ensure all clients are invested where there should be?

How can I easily see what a client's available cash position is?

What do the positive and negative entries in Transaction History "all cash" mean?

What should I choose on the "Natural Income" page of applications?

Client Access

How can corporate clients, trustees, Power of Attorney clients or adviser-branded clients access their account?

How can my client register for MyAviva?

If there is a trustee on a case, would both the trustee and the client be able to view the platform online?

What if my client has problems with MyAviva?

Will Aviva use MyAviva to cross-sell other products to my clients?

Discretionary Investment Managers

How do Managed Portfolio Service fees work?

'Why can't I see all of the models available from a Discretionary Investment Manager?

Why do my model portfolios have ‘none’ in the title?

Fees and charges

Can I select a specific asset within a model portfolio for disinvestment to pay fees and charges?

What is the Bank Holiday process for adviser charging and remuneration statements?


Can I process a Bed & ISA from a Joint Investment Portfolio to each clients' ISA?

Can you accept an inherited pension from a beneficiary who isn’t a UK resident?

Does the platform pre-populate information?

What is the latest I can edit my client's regular premium?

Why is there no information on the ‘free text’ part of the transfer tracker?

What paperwork do I need for client and income drawdown declarations?

Where can I get a top up quote?

Where should I post the client declarations etc?

Model Portfolios

Can I trade on an individual asset within a model?

How can I move multiple clients from Model A to Model B?

How do I print off details of my model portfolios?

How do you find models?

Monies in and out

Can you explain the difference between 'product cash' and 'model cash'?

How can I keep track of transfers?

How are model portfolio deposits and withdrawals treated?


Can CHAPS be used for pooled account payments?

What bank details should I use?


Do you do Phased Drawdown?


Can I bulk switch and redirect clients in models?

How do I tell if a bulk rebalance is in progress? And how do I know the online instruction is actioned?

If I’m selling down assets from an Investment Portfolio to fund an ISA Portfolio, when is the cash available for use?

What do I do if my client has a regular payment in place and I wish to trade between models?


What training and support do you offer for the Aviva Platform?

Quote and Apply

Why do my quotes time out?

Why do quote and illustration PDFs not upload?


Can I convert my client's plan from Capped to Flexi-access drawdown online?

Can I merge my client's multiple Flexi-access drawdown accounts into one?

Do I have to have available cash to process an ad hoc withdrawal for my client?

How do I amend my client's Capped Drawdown income?

How do I ensure my client's income comes from Cash?

How can I ensure the quickest possible payment of Tax Free Cash for my client on a new transfer in?

How do I target a specific asset/assets for my client's income?