Client Dashboard Uploading Documents and Secure Messaging

Published / Last Updated on 20/07/2022

From your My Dashboard, you can upload and download confidential ID and financial documents and send/receive secure messages rather than less secure email and post.

My Msgs My Docs

These can be things like passport, driving licence, authority letters, fact find and ESG (green) investment questionnaires etc.

View Other Stages of the Financial Adviser Fees Quotation Service:

Create A Quote Quote Emails 1 & 2 Accept A Quote Docs to Return

Get A Quote:

Our Fees

Related Videos

Documents We Need - Identity Verification, Fact Find, Authority Letters

When you accept a fee quote and appoint us we will usually ask you to complete and send to us a combination of the following documents: Identity Verification Documents such ...

> 1y8m

Our Fees Shop

Accepting Our Fee Quotation Terms Online Using A One-Off PIN

Once you have received your fee quaotation emails, you can either accept using Email 1 - Online Route Email 2 - Print/Paper/Post Route Watch the demonstration of how to accept, amend and ...

> 1y8m

Our Fees Shop

Two Quotation Emails to 1. Accept Online or 2. By Post

When a financial advice fee quotation has been produced for you, we send you two quotation emails Email 1 - Online Version/Accept Online. Email 2 - Documents: Fee quotation, terms of ...

> 1y8m

Our Fees Shop

Build Your Own Financial Services Fee Quotation

Build and create your own personalised financial services or advisory fees quotation by selecting a product or service, giving basic details and numbers, amounts or quantities then select your ...

> 1y8m

Our Fees Shop

Videos Channels

About Us

Services

Our Fees Shop

Cost of Living & Covid

Options At Retirement

Law, Wills, Attorneys