Getting Started

• How Do I Navigate The Holdings Page?
• How Do I Update My Username And Password?
• How Do I Log In For The First Time?

Opening An Account

• How Do I Open An Investment Account?
• How Do I Open A Super Account?
• How Do I Open A Pension Account?
• How Does The Client Accept The Account Terms & Conditions?
• How Long Will it Take For A New Account to Become Active?
• How Do I Track The Progress Of My Application?

Account Maintenance

• How Do I Add And Update Client’s Bank Account Details?
• How Do I Create A Household?
• How Do I Log A Service Request?
• Switching On The "Class" Data Feed
• Switching On The "Super Concepts" Data Feed
• How Do I Close A Wealth Account?
See all 7 articles

Deposits and Withdrawals

• Contributions And Withdrawals - Super and Pension
• Deposits And Withdrawals - Wealth
• How Do I Update My Client's Pension Payments?
• How Do I Set Up An Ongoing Direct Debit Facility?

Cash Management

• How Do I Navigate The Cash Hub?
• What Are The Minimum Cash Requirements?
• Cash Balances Report
• Automatic Investment Plan
• What Is A Cash Sweep? What Is A Daily Sweep?
• What Is Divestment?

Transacting

• How Do I Know What Is On The Approved Product List?
• How Do I Invest In Managed Portfolios?
• How Do I Place Orders From The Client Dashboard?
• How Do I Place Orders From The Adviser Dashboard?
• What Do I Do When A Security Does Not Appear?
• Execution Of Equity Orders Placed Near Market Closure
See all 10 articles

Transferring assets

• What Is An In-Specie Transfer?
• What Managed Funds And Securities Can Be Transferred In To Mason Stevens?
• How Long Does The In-Specie Transfer Process Take?
• How Do I Check The Status Of A Transfer?

Reporting

• Where Can I Find My Annual Report?
• How Do I Check Transactions Relating To A Banking Product?
• How Do I Generate Reports And Documents?
• Explanations Of Performance Numbers: TWR vs IRR
• Portfolio Projections Explained
• How Do I Access My Client's Centrelink Schedule?
See all 8 articles

Regulatory Compliance

• How Do I Manage My Clients’ Fee Consent?
• How Will My Clients Be Notified Of The Fee Consent Request?
• When Must Clients Provide Their Consent To An Advice Fee?
• What Do I Need To Know When I Am Opening A New Account?
• Have The Onboarding Changes Been Made To The Hardcopy Application Form?
• Does The Fee Consent Request Feature On The Mason Stevens Platform Apply To Both Super And Wealth Accounts?
See all 20 articles

Fees

• How Do I Check All The Fees Charged On The Client Account?
• How Do I Check The Adviser Fees Paid By The Client?
• How Do I Check The Initial Adviser Fee, Ongoing Adviser Fee And Investment Management Fee?

Super and Pension

• Prepping For The End Of Financial Year
• Consolidating Your Client’s Super
• How Do I Check Concessional And Non-Concessional Contributions?
• How Do I Pay Insurance Premiums?
• How Do I Apply For A Benefit Payment Request?
• How Do I Switch Between Super And Pension?