For Investors
Adviser Fees
These guides provide investors with resources to assist them in understanding the management of their WRAP account.
Client Acceptance: Digital Fee Arrangement
The guide provides instructions on how to accept an adviser fee via your client portal.
Accepting a One-Off Adviser Fee
When your adviser sets up a one-off advice fee, you will receive an email notifying you to log into your account to accept the fee. This guide provides instructions on how to accept a one-off adviser fee.
Accepting an Ongoing Fee Renewal
This guide provides instructions on how to accept an Ongoing Adviser Fee
Accepting an Ongoing Adviser Fee
This guide provides instructions on how to accept an Ongoing Adviser Fee