Connect with your clients through the Adviser Portal
If your Licensee is already registered with us, your adviser registration typically takes about 3 to 5 business days to complete.
If you are a new Licensee, the process may take up to four weeks, you can reach out to your Business Development Manager if you have any questions or need any help with registration.
How to transact
To start transacting on your clients’ behalf, you’ll need to complete the following forms:
- Adviser Nomination Form
- Advice Fee Consent
Support staff
Once the Licensee and Financial Adviser are registered with us, we can register support staff for access to the Adviser Portal. An Adviser nomination form would need to be completed and returned to us for support staff to gain access to the Adviser Portal.