Wrap Invest Help Centre
Account info and profile
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Adviser profile and registrations
Client transfers and servicing adviser
Register as a dealer or adviser
Update your profile
Authority to access client accounts
Enquiry authority and how it works
Third party authority to access client accounts
View client correspondence
Client preferences
Add or change asset in portfolio
Set up an alert for your client
Set up or remove nominated account
Update payee or biller on Adviser Online
Client support
Accounts protected by Government Guarantee
Adviser Request Centre
Submit application for float or placement
Submit election on corporate actions calendar
Find and link accounts
Link a margin loan to a Wrap Investment account
Unclaimed money and deceased estates
Helping clients with unclaimed money
What to do when a client passes away
View and manage client details
Beneficial ownership requirements
Make client a sophisticated, wholesale or professional investor
Regulatory identity checks for investing clients
Update client or trustee details
Ways we accept client signatures
What are the certification standards and requirements?
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