How can I create a new investment for my client?

To set up an investment for a client, head to the 'My clients' section of your adviser page and select the client. 

On the client's overview page, click 'Invest'. Select the amount the client wants to invest, and whether it's into their General or IFISA account. You'll also have the option to transfer funds from their General account into their IFISA.

Your client will receive an email with an overview of the investment. Details on how to make the payment will pop up on their screen as they log in to their account (this will include our bank details, and a unique reference number).

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