This site is for financial advisers only, Click here for the consumer site.

Share

Online training and support

Our team of E-Business Specialists are on hand to help you learn how to use all the features and tools within our online services, to complement your business processes and service model.

This can be through a face-to-face session at your office, over the telephone or through a ‘WebEx’ interactive online demonstration.

To contact the team, please submit your details here and they will call you back.

Webinars

The E-Business Specialists run weekly webinars on various topics around our online services, sometimes with guest speakers from our technical teams, to explain how a tool could be best used from a tax planning perspective, for example. Each session lasts around 25 to 45 minutes with time for questions.

You can see a list of our upcoming webinars and the topics they will cover, and register for a session online.

Tip of the week‘Tip of the week’ emails

The team send out weekly emails with hints and tips on using our online services more efficiently, which can save you valuable time.

Register for these emails now, and you can unsubscribe at any time.

User guides

We have a suite of user guides to walk you through the different features of our online services. Select the online service below to access the applicable user guides

User guides for your clients are also available to help them navigate the online Customer Centre.

Financial Adviser Verification