Please note that we only accept payments coming from the same verified bank account that is registered on the client's profile. If the top-up is to be made via direct debit, the client needs to have a direct debit mandate in place. This is sent out as part of the below process if it was not done at outset.

• Log in to the Adviser Portal and locate your client in the system, either via the Client tab in the top menu, or by using the Client Search function, and open their client record.
• Open the relevant Account and click Account actions and Pay in. 

• Choose Single payment as the Payment type. 
• Enter the amount and whether the payment is to be made via bank transfer or direct debit.
• Enter any advice fees, and choose whether the payment is to be kept in cash or invested. If invested, choose into which models or which instruments. If there are already investments on the client’s account, auto investment will apply any cash paid into the existing investment strategy.

• Click Review to double-check the information and then Submit. 
• If the payment was to be made via bank transfer you can now see the information on screen. It is important that you inform your client on how to register the payment correctly to avoid unnecessary delay. 
• If the payment was to be made via direct debit and the client did not have an active mandate in place, the client will receive direct debit mandate notice in the Client Portal and a notification to their registered email address. 
• Payment is then received, and if the money was to be invested the orders are routed to market and executed.