Investment onboarding guide

How do I onboard a client?
How do I start?

The process to opening an account on the Mason Stevens GIS follows the below key steps.

1. Click on the drop down menu Create new in the top right-hand corner of the screen. 

2. Select Account from the drop down options.

3. Select the correct toggle option in Select account type.

4. Select the correct toggle option in Client type.

5. Select the correct adviser from the Adviser drop down menu.

6. Click Open account next to the correct investment account in the section titled Select retail investment account. See below Adviser Tip for further details.

Adviser Tip

Account opening side menu

After clicking Open account, you will notice an additional menu appear (pictured below) to the right of your browser window.

This menu allows you to:

  • track the progress of your application,
  • jump to a particular step in the process, or
  • revisit a previously completed step
Onboarding process (step-by-step)
Step 1 Step 2 Step 3 Step 4 Step 5 Step 6

Step 1. Account details

1. Use the toggle feature to select the type of account you wish to open in Select account typeIn this step by step guide, we will open an Investment account.

2. Use the toggle feature to select the Client type. In this step by step guide, we will open an account for a Retail client.

3. Select your name in the Adviser drop down menu.

4. Click the Open account button next to the relevant investment/retail superannuation account.

5. You are able to select a New or Existing client. For an existing client, the client detail fields will automatically populate.

6. Once information has been entered click Next step

Adviser Tip

You can also partially complete any step. In the side navigation box, click Next step or Save & exit and then revisit the step in the future.

 

How do I access in progress applications?

1. Select Work in progress under Adviser home via the left hand side menu.

2. A horizontal menu will appear. Click Onboarding.

3. In the Action column, click Resume next to the incomplete applications. You will be able to return to an incomplete account application or any step of the onboarding process.

How do I view submitted applications?

Submitted applications

1. Select Work in progress under Adviser home via the left hand side menu.

2. A horizontal menu will appear. Click Onboarding.

3. Click Submitted applications in the second horizontal menu.

4. Once the account has been opened and activated, you will receive a notification within the Client activity on your Adviser dashboard.

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