What Happens If My Client Holds Multiple Accounts? 

You will need to submit a fee consent request for each account. The client will receive an email notification for each of the fee consent requests you submit. If the client has more than one pending fee request, the client needs to consent to one request, access the Fee renewals page again to consent to the fee requests for the other accounts. 


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 wealth@masonstevens.com.au