Customer Support Guides

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Customer Support Guides

14 August 2024

We've created a range of customer guides to help you with common queries when using your account on the Aegon Platform.

How do I switch funds?
This guide explains how to switch funds.

How do I update my email address?
This guide explains how to update your email address.

How do I activate my Aegon Dashboard account?
This guide explains how to activate your account.

How do I convert a fund distribution type?
If you want to change the distribution type for a fund you’re invested in, this guide explains how you can carry out the request.

How do I make an ad hoc withdrawal from a GIA or ISA?
This guide explains how you can request a one-off withdrawal.

How do I manage income from funds?
If you’re invested in income producing funds, this guide explains how to manage the income from them.

How do I manage regular withdrawals for GIA and ISA?
This guide explains how to manage regular withdrawals.

How do I top up my GIA or ISA?
This guide explains how to top up.

How do I transfer funds from a GIA to an ISA?
This guide explains how to transfer funds from a GIA to an ISA.

How do I transfer into an ISA?
This guide explains how to transfer into an ISA to the Aegon Platform.