Adviser Request Centre

Adviser Request Centre allows you to upload completed forms and see that your requests have been received and processed by us, or if we need further information from you.

This is a faster and more secure way to submit requests to us, and we want to save you time by giving you visibility into the status of each request. 

You’ll no longer need to call us to confirm if your request has been received. Once completed forms are uploaded and you’ve submitted the request, you’ll see an on-screen confirmation and be able to track the progress online.
 

Key information

• You can submit requests through Adviser Request Centre for your Wrap clients
• Requests sent to us via email will still appear in Adviser Request Centre for you to track
• Ensure the form is completed and signed, and all the mandatory fields are completed. This will let us proceed with your request without any delay.

See below for all the request options you can select, and what they relate to. If you can’t see a category that suits the request, you can select All other requests.

1. Log in to Adviser Online
2. Select Requests from on the Adviser Online menu beneath the Adviser Online icon
3. Select New Request
4. Search for an account name or number 
5. Select the category
6. Select or drag and drop the document(s) you wish to upload
7. Click on Submit.

If the form doesn’t include an email address at the bottom, you’ll have to post it to us. Some forms you must post include:

• Australian Standard Transfer forms
• Issuer Transfer Request form.

The following provides a general guide to processing times for fully completed forms submitted via the Online Application, Adviser Request Centre or via email.

Things you need to know

• The above processing times only begin once all necessary requirements for a request have been received. To avoid any delays, please ensure all forms are complete before submitting.
• Items received on non-business days or a public holiday, will be processed the following business day.
• Please refer to the important information and terms and conditions on the form for the request you’re submitting. Additional supporting documents may be required for some request types or circumstances.
• Some requests, such as asset transfers and rollover requests, require us to liaise with third parties like other platforms or registries. Some third parties may have different cut off times to us and any delays in receiving the information from them can impact the time it takes us to complete a request.
• For withdrawal and closure requests, cash must be available in the account before submitting the request. For Investment Wrap IDPS accounts, assets must be sold to cash or transferred out before a closure can be completed.
• The completion time for account closure requests may be impacted by events such as managed fund and distribution payments, or tax processing.
• Cut-off times may change around EOFY.
• Submitted requests may be subject to our verification processes.
  

If we need further information from you to process the request, the status will update to say ‘Awaiting Adviser’.

When additional information or documents are required, we’ll contact you (generally within the day, depending on submission time) to request additional information.

If you need to send us more information, you don’t need to find the reference number to accompany the documentation – all the details of your client’s case will be at your fingertips and any additional documents can be uploaded through Adviser Request Centre.

To upload additional documents for a request, follow these steps:

1. Click on Submit request from the landing page
2. Select the appropriate files from your computer to upload, or drag and drop the file
3. Click on Submit.

Once you’ve submitted the additional documents or provided information, the status of the request will update to ‘In Progress’ as we review and continue to process your instructions. You’ll also be able to view any of the documents you’ve uploaded via Adviser Request Centre online.