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Adviser Resource

Topic for the Advisers tab under Resource Hub. This is a parent topic only. Do not assign articles to this topic.

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Breaking a Term Deposit

IDPS and Superannuation Document Upload

Changing the Investment Menu on a Portfolio

Buying a Term Deposit

Creating an ongoing Direct Debit in an Accumulation Account

Creating a one-off Direct Debit in an Accumulation Account

Cancelling an Ongoing Adviser Fee

One-off deposits into an Investment account

Setting up Invest Excess Cash – Active Portfolios

Checking Client Portfolio Status

User Guide Menu

Administration
Adviser Fees
Adviser Fees
Adviser Resource
Deposits and Payments
Direct Debits
- Accept a Direct Debit
- Client acceptance of a Direct Debit Request
Investment Menu Change
- Accepting an Investment Menu Change
Investments
Investor Resource
New Login and Accepting your Portfolio
- New client login and accepting your portfolio
Pension and Accumulation Resource Guides
Technical Guides
- Welcome Pack
- Service Request and Issue Log

For more information contact your adviser or the PlatformplusWRAP team

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DISCLAIMER: The information shown on this site is general information only. It does not take into account the investment objectives, financial situation or particular needs of any particular person. Before making an investment decision, you need to consider (with or without the assistance of an adviser) whether this information is appropriate to your needs, objectives and circumstances. Before making any financial decisions in relation to these products or services, you should obtain a copy of the relevant product disclosure statement, available on this website or by contacting us on 1300 191 952. Use of the information contained on this page is governed by Australian law and is subject to the terms of use and privacy policy on this website. Please also refer to the Platformplus Target Market Determinations.

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