How Do I Place Orders From The Client Dashboard?

1. Search for a specific client in the Quick Search bar at the top of the dashboard, from there you can select Investing or

2. In the vertical menu under Account, select Investing.

3. Click Place order in the horizontal menu.

4. A sub-menu will appear displaying the different asset classes available for investment.

5. Note all Available cash and currency will appear on the right hand side.

6. If you select a Value order, you have the option to nominate the currency. This currency can differ to the Settlement currency.

Watch the video below for instructions on how to place a trade


Have any questions for us?

If you cannot find the answer you are looking for, you can submit a request and we will be in touch as soon as possible. Alternatively you can contact us on 1300 988 878, or email us at