1. From the homepage, search for the relevant client.
2. From the client’s dashboard select the relevant account.
3. Click on the ‘Top up’ button and select ‘Add regular payments’.
4. Complete the relevant questions relating to the advice that’s been given and then enter the details of the regular contribution and any adviser initial fee. You can add the client’s bank account for the regular payments, or select it if it’s on the system already.
- Click ‘Next’ to continue.
5. The ‘Asset selection’ section allows you to select your asset choice to add the regular payments to. You can select assets by using the asset tabs at the top of the screen, by using the search facility, or you can use the client’s existing assets by ticking the box next to ‘Use existing assets’.
- Enter the asset allocation percentage split amongst the selected assets, including cash holdings and ensure the total equals 100%.
- Click ‘Next’.
6. The next screen allows you to review the information you have input and view supporting documentation.
- Supporting documentation for the instruction is displayed at the top of the screen.
- Use the ‘Edit’ options to make any amendments.
- Review the information, tick the declaration and click ‘Confirm’.
- A green banner will appear at the top of the screen confirming that the regular contribution has been set up.
- You can view the instruction details within the ‘Activities’ tab from the client’s account dashboard.
