The next step is to login to the platform and complete the online application form to set up your client accounts.
Create an Account
Click on the "Accounts" tab and then "Add New Account". This will take you to the online application form where you have a choice of cash management account options. If your client has an existing cash management account, this can be linked.
Once all the information has been entered, print the application form by clicking on the link. Your details will be pre-populated. Check all the details are correct and gain signatories from all relevant parties. You will be required to provide proof of identification of the account.
You will then be asked to create an account. This will store all the information you have entered onto the site and create the account for you. Please note that you will not be able to deal, until the cash management account has been opened on behalf of your client, and funds have been deposited.
Before you begin, we suggest you listen to our online tutorial "Setting Up an Account".
Fund the cash management account
For options to transfer funds, please click here.
Before you start trading on behalf of your clients, we suggest you refer to the online tutorials to guide you or speak to one of our Dealing Team.
You are now ready to start trading...
FAQ's
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Can my client set up direct debits and credits to the cash management account?
Yes, this can be nominated on the application form and the details of your client's external linked accounts can be provided. This will enable Direct Debits from the linked account(s) on your instruction. If you opt for Direct Credits as well, funds can be sent back to your external linked bank account on maturity.
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What are the options to transfer funds to the cash management account?
For the initial and subsequent investments, your clients have several options to transfer funds to their cash management account. Find out more.
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Who can give instructions on my client accounts?
The client gives you authority in the application form to provide instructions on their behalf. Read-only access can be setup for the client to access their account but they are not able to transact.
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Does my client earn interest on funds in the cash management account?
Yes. The interest rate is dependent on the choice of product issuer.
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How can I view my client accounts?
You are able to view all client accounts attached to your broker code on the Current Investments Page post login to the system.
