To create a new account, you will need to complete all sections in the online onboarding wizard. Select ‘Create New’ account.
- There are two options for client’s to accept the account T&Cs:
Once at the Review and Submit stage, submit the application as an Online app. Immediately after submission, client’s will receive their login details and must log in to accept T&Cs online.
Please note for Super accounts, T&Cs must be accepted before account processing can be done.
Once at the Review and Submit stage, press the Print icon and a pre-populated application form will be generated. Once the client has signed, resume the application and submit as a Paper app by uploading the signed copy. Immediately after submission, client’s will receive their login details but are not required to log in.
Investment accounts – up to 2 business days
Super accounts – up to 2 business day, however requires further ATO checks which is subject to delay with the ATO.