Type of automated payment plans

Automated plans help you manage your client’s cash balance. You can choose to have: 

  • Automatic Cash Management
  • Automatic Rebalancing (Voyage only)
  • Dollar Cost Averaging.

Check your client’s automated plans

  1. Log in to Adviser Online
  2. Select Reporting under the Adviser Online icon and click Client & adviser reporting
  3. Click Run a report for an investment/self-managed super account OR Run a report for a superannuation account OR Run a report for a pension account
  4. Search for the account using either the account name or number
  5. Select Account Details using the white check box and click Generate. 

Automatic investment plans will be displayed under the Account Features heading. Your client’s account can either have (Y) or not have (N) an automated plan. 

You can also run a report across all your clients' accounts to see who has Automatic Cash Management set up, instead of checking this individually. Learn more about running reports.

Model portfolio

Automatic Cash Management must be linked to a client’s account on a client level. You can’t link Automatic Cash Management at a model portfolio level.

Cancel an automatic investment plan

To cancel an automatic investment plan, you need to put in an end date. If you want to the plan to end today, it’s important to keep in mind the day that your investment plan option runs. To find out more see: 

If you just want to cancel at a later date, simply enter the last day of the month for the last month you want the plan to run.

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