Creating a new user’s account
To set up a new adviser in an existing firm, you need to complete the Financial adviser application form and send this to us.
If you have the user administration permission you can set up a new non-adviser user (someone who acts on behalf of an adviser, such as a paraplanner).
To do this, select Create new user from your dashboard and enter the new user’s details.
You can only give users access to the branches and/or advisers that you have access to. If there are branches and/or advisers in your firm that you don't have access to, you won't be able to give another user access to them either. You'll need to find someone in your firm who has the user administration permission and has access to the branch and/or adviser to set that user up. You’ll also set what permissions the user can have. We’ll show you online the different permissions and what that allows the user to do.
By adding and removing permissions and access levels you’re driving what branches and/or advisers the user can act on behalf of and tasks they can and can’t do. Branch level access gives access to all clients and advisers within that branch, so make sure you only give this access if that's what you want the user to be able to do.
Once you've completed setting up the new user, we’ll automatically send them an email inviting them to activate their account.