How can I create a new investment for my client?
To set up an investment for your client, head to the 'My clients' section of your adviser page and click on the client you want to set up an investment for.
On your client's overview page, click 'Invest'. This will then allow you to select the amount your client wants to invest, and whether it's in to their Regular or ISA account. You'll also have the option to transfer funds from their Regular account into their ISA.
An email will then automatically be sent to your client with an overview of the investment, and details on how to make the payment (this will include our bank details, and a unique reference number).