Completing an existing client’s cash or trading application online just got easier

 

What’s New?

Save time when you complete a new cash or trading account online for an existing client by having their details prepopulate into the application.

How?

When you open a new cash or trading account online you will now notice the option to select ‘Choose Existing Client’. Simply select this option, start typing your clients name and select the correct contact from the drop down menu which will appear. Once selected, their existing details already held with CommSec Adviser Services will flow through onto the application.

Step 1

Select ‘Choose Existing Client’

Step 1

Step 2

Select ‘Choose Existing Client’

Step 2

Step 3

Details will prepopulate

Step 3

 

Which clients can this new functionality be used for?

  • Individuals
  • Joint individuals
  • Directors
  • Trustees

What details will populate?

  • Personal details
  • Address details
  • Contact details
  • Citizenship & tax residency details
  • Online access details

What information cannot be populated?

  • Tax file numbers
  • Sole trader status
  • Company details
  • Identification details
  • Features and preferences

Published: 24 February 2017