This guide is only applicable to New Accounts with Zero Holdings.
If you have an existing account and intend to make a trade, please follow the relevant Digital Investor - Placing a trade guide.
If you are a new client and have no existing accounts held, the following landing page is what you will be presented with after logging in:
If you have an existing Account Holding and subsequently opened a new one, the following example is what you will be presented with when logging in:
1. Existing Holding.
2. New account hodling and place first trade option.
STEP ONE
Select Place first trade option
STEP TWO
Select the required Product from the options available to you
STEP THREE
1. Select the Tick Box of the required Fund(s) you wish to invest
2. Select Next
STEP FOUR
1. For Income Funds - Select your Income Preference (Reinvest or Pay Out)
2. Enter in the amount you wish to invest
3. Select the Tick Box to indicate you have read the Key Investor Information
4. Select Next
STEP FIVE
1. Review your Trade details ensuring that the details you have selceted and entered are all correct.
Select the GIA terms and conditions
Select the tick box indicating you agree with the T&Cs
2. Select submit
Note - If your account has Dealing Approval Required turned on. Then a second user from your organisation must approve the Trade in order for it to be processed. If this is the case please refer to the OEIC - Reviewing a transaction request guide. If approval required is turned off, then you will be presented with the Confirmation screen and your Trade instruction will be reviewed for processing.
