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Welcome to Advance by Embark Platform

Visit your document library to find useful information and user guides.

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COVID-19 information

Embark Group continues to monitor the Coronavirus to support our clients and ensure the safety of our employees.

Read more on COVID-19

Advance by Embark Platform

The Advance by Embark Platform offers access to a Cash ISA, Stocks and Shares ISA, Investment Account, Retirement Account, Cash Account and both Junior ISA and Junior Retirement Accounts. Our flexible family linking facility also enables you to make a potential saving if all your family members have the same adviser at the same firm.

Over 4,000 mutual funds are available from more than 100 fund managers as well as a wide range of listed Investment Trusts, ETFs as well as stocks and shares.

Your Advance Portfolio

If you have an Advance portfolio, please speak to your financial adviser or you can call us on 0345 607 2013.

You can also log-in here:

If you don’t have a financial adviser

If you don’t have an adviser, you can find one in your area by visiting www.unbiased.co.uk and reading reviews of financial advisers by visiting www.vouchedfor.co.uk. Sterling ISA Managers Limited trading as Advance by Embark is not responsible for the content of external websites. Bear in mind, you might be charged for any financial advice you receive.

To view some frequently asked questions regarding our services during the Covid-19 pandemic please click here.

Sterling products closed to new business

Customers cannot take out a new Sterling product however if you wish to make changes to an existing policy, the documents and information below will enable you to see what options you have.

Helpful tools and information

Download the Sterling Panel Funds guide

Sterling ISA Managers Limited does not give investment advice or recommendations in respect of any product or fund range. Nothing contained within this website should be construed as the giving of investment advice or a recommendation to invest.

Please note that past performance is not necessarily a guide to future performance and the value of investments (and any income from them) can go down, so an investor may get back less than the amount invested. No guarantee is given for the performance of any of the funds.

We recommend you speak to your financial adviser before making a decision.

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Sterling Panel fund fact sheets

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Wider market fund fact sheets

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Combined Sterling and wider market fund fact sheets

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FundTracker

To use the FundTracker, you’ll need your latest statement to hand. This can be found within your online account. The FundTracker will allow you to search by SEDOL number (shown on your statement) or fund name.

Fund prices are updated daily or weekly so the latest price shown is the most recent.

Any questions?

If  you have any questions please ask your financial adviser. Alternatively contact us.

Avoid pensions scams. Don’t let a scammer enjoy your retirement. Be ScamSmart and visit our ‘Being Aware to Pensions Scams or go to fca.org.uk/scamsmart to find out more. If you suspect a scam, report it to Action Fraud, see below.

ActionFraud

Please help us ensure your safety by remaining vigilant. We want to keep you safe. Fraudsters are taking advantage of the worry and uncertainty being caused by coronavirus. It could be easy to let your guard slip, but keeping your money safe and secure really is more important than ever. Be wary of unsolicited third parties and do not be rushed into making decisions without taking appropriate advice.

If you have been a victim of fraud please contact the Police or Action Fraud.

About Embark Group

Embark Group is a fast growing, diversified, financial services business. You can find out more information at the Embark Group website.

£40.8bn↑

Assets under admin

100%

Independent

425,000

Individual clients

8

Locations nationwide

*All figures as at July 2021.