If you’re investing alone or jointly with somebody else, here’s what happens next.

• If you chose electronic ID verification, you’ll receive a text message with instructions to complete the process.
• We’ll email when your account is set up and provide a link to access your client portal.
• Login and deposit funds into your Wallet.
• Choose your Term Deposit and start building your future with Welcome.

If you have a trust, here’s what happens next.

• You’ll receive an email with a link to an online form.
• Tell us more about your entity, provide details of all key people and upload documents such as your trust deed.
• If you don’t have all the information on hand, you can save for later. You can even trigger an email to other key people to populate their details.
• Once we have everything we need, we’ll email when your account is set up and provide a link to access your client portal.
• Login and deposit funds into your Wallet.
• Choose your investment and start building your future with Welcome.

If you have a company or other entity, here’s what happens next.

• You’ll receive an email with a link to an online form.
• Tell us more about your entity, provide details of all key people and upload documents such as evidence of your investment funds.
• If you don’t have all the information on hand, you can save for later. You can even trigger an email to other key people to populate their details.
• Once we have everything we need, we’ll email when your account is set up and provide a link to access your client portal.
• Login and deposit funds into your Wallet.
• Choose your investment and start building your future with Welcome.