For Advisers
Investments
Instructions on how to manage Investments on the Platform
Breaking a Term Deposit
This guide provides instructions on how to break a term deposit
Changing the Investment Menu on a Portfolio
Instructions on how to change the investment menu option on a portfolio
Buying a Term Deposit
This guide provides instructions on how to buy into a Term Deposit in the Platform
Setting up Invest Excess Cash - Active Portfolios
To set up an automatic investment of excess cash on an active Portfolio, follow the instructions in this guide.