SMSF to Super Rollovers

Use this guide for instructions on how to initiate and manage a rollover from a SMSF to a Platformplus WRAP Accumulation or Pension Portfolio.

Client User ID and Password Reset

Instructions on how to locate your Client's ID and request a password reset.

Cash Management

An overview of the function and purpose of the Cash Account.

IDPS and Superannuation Document Upload

A guide on how to upload supporting documents for IDPS and Superannuation.

Checking Client Portfolio Status

Use this guide to view the status of a Client's Portfolio and whether the client has verified the portfolio. This guide can also be used to check the status of a Client's Politically Exposed Person's check.