Speed up the way you do business with eSubmit

We’re pleased to announce that eSubmit is now available for you to use.

You can now securely submit your clients’ applications, maintenance forms, supporting documentation and adviser forms online in a few easy steps.

Simply log into the CommSec Adviser Services website using your existing details and navigate to Administration > eSubmit.

See eSubmit in action

eSubmit features

Simple, secure and intuitive way to submit your clients’ applications and forms
Rather than submitting your clients’ applications, supporting documentation and maintenance forms via email, you’ll be able to simply and securely submit these via eSubmit.
Save time
Submitting applications and forms via eSubmit will ensure they are sent to the right teams for processing sooner*.
View a list of past submissions
You can view a list of applications, forms and supporting documents that you or your assistant previously submitted for your clients via eSubmit.

Organising online access for your team

To use this feature, access to the CommSec Adviser Services website is required. If you have staff members who do not currently have log in details, you can organise access by:

  1. Completing the Additional Adviser Authority Form; and
  2. returning the completed and signed authority with a certified copy of a Driver’s Licence or Passport as per the instructions provided on the form.

Navigation changes

We’ve also made some enhancements to the website navigation to make it intuitive and easier for you to find what you’re looking for faster. Some changes you will notice include:

  • Resources and FAQs are now located under ‘Contact & Support’;
  • Training & Engagement is now located under ‘Contact & Support’;
  • Forms are now located under ‘Administration’; and
  • once logged in, the ‘Reporting Centre’ is now located under a new top navigation tab called ‘Reporting’.

FAQs

What is eSubmit? eSubmit is an online tool to securely submit your clients’ applications, supporting documents and account maintenance requests.
How do I access eSubmit? You’ll have access to eSubmit through the CommSec Adviser Services website. Once you’ve logged in using your existing username and password, navigate to Administration>eSubmit.
Can my assistant use eSubmit? Yes they can however, if they do not currently have access to the CommSec Adviser Services website, they will need to be set up. They can organise access by:
  1. Completing the Additional Adviser Authority Form; and
  2. returning the completed and signed authority with a certified copy of a Driver’s Licence or Passport as per the instructions provided on the form.

When submitting forms via eSubmit, assistant advisers must select a primary adviser for the form submission.

Who will have access to eSubmit? Advisers and assistants with access to the CommSec Adviser Services website can use eSubmit. Client and dealer group users will not have access to this tool.
How does eSubmit work? The video above explains how you can submit forms through eSubmit and how to submit supporting documents for past submissions and online applications.
Which forms can I submit via eSubmit?

Forms with a Form ID located on the top of the first page can be submitted via eSubmit, as shown below.

If your form does not have a Form ID as above, please follow the submission instructions found on the form.

Can I submit adviser forms via eSubmit? Yes, adviser forms with a Form ID located on the top of the first page can be submitted via eSubmit. If your form does not have a Form ID, please follow the submission instructions found on the form.
Is there a file size limit for uploading documents via eSubmit?

The total size of all the documents you upload for submission must not exceed 7MB. If you need to provide multiple documents exceeding the total size of 7MB, you can use the ‘supporting documents’ function to provide the additional documents for your submission, please view the above video for instructions on how you can do this.

Can I view past submissions? You’ll only be able to view a list of past submissions. This list includes all the applications and forms submitted including the supporting documentation.

More information

If you have questions, please feel free to contact your Business Development Manager, Relationship Manager or call us on 1800 252 351 between 8:30am - 6:00pm (AEST), Monday to Friday.

*Applications and forms will be forwarded to the relevant processing team as soon as they are submitted. However, current service level agreement timeframes remain.

Important Information

CommSec Adviser Services is a brand of Commonwealth Bank of Australia (CBA) ABN 48 123 123 124 AFSL and Australian credit licence 234945. CBA and its subsidiaries do not guarantee the obligations or performance of AUSIEX or the products or services it offers.

Published: 26 August 2017