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Making bank statement submissions easier

We heard your feedback about making bank statement submissions easier. We're now accepting non-certified copies of bank statements from both advisers and customers, when they're submitted via secure m ...

07-Aug-2026 11:30 AM


Ensure your clients cash is invested faster

Submit matching instructions through the platform when sending us payments, rather than secure messages. This new automated process ensures funds are available to invest sooner.

02-Jun-2026 8:30 AM