In this guide you will learn how to add a client to the platform.


Adding a Client

  1. You are able to add an Account from your Dashboard via the Quick Links card.
  2. Alternatively, navigate to the Accounts page and select the + New Account box.
  3. Complete each section of the application form to continue.
  4. Any outstanding information will be highlighted to you if you try and submit the form. 
  5. You can save your progress and complete the form later by using the Save button. 
  6. Once all the fields have been completed, CLICK the Submit button. Your client will be sent a Welcome email asking them to create their Account password and accept the Terms and Conditions. Once your client has accepted the T&Cs, their account application can be reviewed and completed.
  7. You will need to provide a completed W8-Ben/W8-Bene/W9 for your client before their Account can be completed. For Trust applicants, a copy of the Trust Deed will also need to be provided. Please send the completed form to
  8. You can return to the Accounts page, where you will be able to view the status of your accounts.

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