- Click on the + plus shaped icon next to client or partner and a new window will open
- Select the superfund that you want to add for the client/partner. Please refer the below screen-shot:
3.Fields that would come up at the time of adding Platform Fund:
- Account Number
- Account Status must be ‘Current’
- Platform from the drop-down
- Issue date
- Estate Option (if any)
- Last review date (if any)
- Notes (if any)
You have the below option available when it comes to adding underlying investment (Platform Funds):
- Australian Shares
- Bank Deposit
- Managed Funds
- Other
- Custom product
