Support and documentation

Portal Support

Video Content

We have created helpful guides to assist you with registration and navigation of the portal. These videos will go through each of the sections on the portal.

Portal FAQ’s

We have created helpful FAQ with help from logging into your account to finding certain information and content.

Tech tips

For issues that you may encounter with your account or accessing the portal can be solved with our helpful tech tip sheet.

Documentation

You should complete the relevant application form with your advisor and ensure that you receive the additional ancillary documentation:

Info: "View advisor related documents" link below is for financial advisors only.