Written for clients. Firms can share this link.
A workflow is a short series of steps your adviser asks you to complete, for example reading a privacy notice, answering questions, uploading documents and signing an engagement letter.
Click the link in your adviser's email, or sign in and open Workflows in your portal.
Click the workflow's name. The steps are numbered at the top.
Work through each step and follow the instructions on screen. For signatures, follow the prompts to sign.
At the last step you'll see Thank you for completing the workflow.
Signed copies are saved in Signed Documents in your portal.
Stuck on a step? Contact your adviser. They can see where you are and resend the request.