I signed up with my Adviser, but I haven’t received my introduction email?

You should receive your introduction email once your adviser has completed the initial set-up of your account. This will vary in time depending on your Financial Adviser and whether they  are uploading documents on your behalf.

If you have not received your introduction email and believe you should have, please take the following steps:

  • Check your email’s spam/junk folder
  • Confirm with your Financial Adviser that they have completed the set-up of your account.

If you are still experiencing problems, please Contact Us.