How Do I Place Orders From The Adviser Dashboard?

1. Orders can be placed at the Adviser level and at a Client level. Under Adviser home on the vertical menu, select Investing. 

2. In the horizontal menu, click Place order.

3. A sub-menu will appear displaying the different assets classes available for investment.

4. Placing the order at the Adviser level, means the account needs to be selected. Enter in the Account name and click Buy under Order options. 

5. You have the ability to nominate from a list of various Settlement currencies.

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


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