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Print, Sign & Upload application method now available

We're pleased to announce the introduction of a new application method for trading accounts via our online application portal. This new option is designed for clients who prefer to manually sign their applications rather than digitally accept them.

If you're currently using the paper application process for account openings, this enhancement will save you time and effort, allowing for a faster account activation.

How does it work?

The application details are entered online just as they would be for a digital submission. However, instead of the client/s receiving an email to digitally accept the application, you print the completed application for the client/s to sign manually.

Once signed, simply upload the application along with any required supporting documents to have the account opened.

For more information, visit our FAQs, contact your Business Development Manager, or call our Adviser Services Team on 1800 252 351 between 8:30am and 5:30pm (Sydney time) Monday to Friday.

Published: Wednesday 03 July 2024

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