Once a pending client has passed our automated AML & KYC checks, they will receive an email to request a password email link. This email does not have an expiry time.

When the client opens this link, they will be asked to enter some personal details.

Ensure that the client has ample time to complete this process as the next stage will have a 30-minute expiry time.

The client will now receive an email asking them to set a password.

Once the password has been set, the client will be invited to log into the platform. They will also receive an email asking them to log in. Follow either one of these options to be taken to the client portal.

Upon logging in to the platform, the client will be asked to accept platform terms, any wrapper specific terms (SIPP & ISA) and add their bank details and press 'Save Changes' if these weren't added at submission. If you have already input the clients bank details they will not be able to update them. 

After accepting the terms, the client status will update to active if their bank details were passed by our verification checks. If they are still in a Pending status then we will require some further information and we will reach out the IFA in due course. The client will be taken to the client portal where they will be able to see an overview of their accounts and investments.

If a SIPP or ISA account is created, or if a direct debit mandate is set up after the client initially accepts terms, they will have to log on and accept the related terms if the have not already done so.

The client will not be emailed about this and so you will need to inform them that this is required.

Wrapper specific terms for ISA & SIPP accounts will appear as soon as the client logs on.

Direct debit mandates can be found on the homepage – the client may need to click on the logo in the top lefthand corner in order for this to pop up.