1. Wrap Invest Help Centre

Account info and profile

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    • Client transfers and servicing adviser
    • Register as a dealer or adviser
    • Update your profile
    • Enquiry authority and how it works
    • Third party authority to access client accounts
    • View client correspondence
    • 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
    • Accounts protected by Government Guarantee
    • Adviser Request Centre
    • Submit application for float or placement
    • Submit election on corporate actions calendar
    • Understanding processing times for adviser requests
    • Link a margin loan to a Wrap Investment account
    • Helping clients with unclaimed money
    • What to do when a client passes away
    • 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?
    • Privacy Policy
    • Important Information
    • Terms and conditions
    • Financial Services Guide

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