Digital Advice Getting Started

Getting Started information from Settings to understanding Scenario Cards and Creating Scenarios

• Cash Account
• Separately Managed Accounts (SMA) Setup & Use
• How to Create a Personal Only Advice / SMSF Only Advice / Personal and SMSF Advice SoA
• How to Access the Digital Advice Module
• Digital Advice Settings
• Digital Advice – Advice Scenario Card
• Digital Advice – Creating Scenarios
• Portfolio Advice Fees - Digital Advice