Set up your account and complete verification, step by step.
Your advisor relationship is shown in your Account Centre.
Your advisor sets up the account; you complete it from a guided checklist.
They complete their own identity and residence check.
The AR is the individual — verification flows from person to entity.
Yes — your progress is saved as you go.
It activates your account and meets a regulatory requirement.
A short quiz that sets your risk and investment profile.
You'll be asked to resubmit and given the reason.
Around 5 minutes for an automated decision, in most cases.
