Superannuation onboarding guide

How do I open a superannuation account?

To navigate to the account wizard click on Create new > Account at the top right corner of the screen.

Make a selection in each of the four fields under Create new account.

Once you select Open account, you will commence your onboarding journey. You will be provided with an account number.

The below step-by-step will walk you through how to complete the account set-up.

Step 1 Step 2 Step 3 Step 4 Step 5 Step 6

Step 1. Account Name & Details

The client will need to provide general details such as, 

  • date of birth
  • town and country of birth
  • address
  • contact number 
  • and a tax file number. 
How do I access in progress applications?

The Work in progress link enables an adviser to access in progress account applications.

1. Select Work in progress under Adviser home via the vertical menu.

2. A horizontal menu will appear. Click Onboarding.

3. By clicking Resume you are able to return to an incomplete account application or any step of the onboarding process.

How do I view submitted applications?

You will be able to track the progress of the account opening once you have submitted the application

1. Click the Work in Progress link in the vertical menu under Adviser home.

2. Click the Submitted Applications tab in the main menu bar.

3. A notification within the Client activity widget within your Adviser dashboard will appear once the account has been opened and activated.

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