Getting Started
In this category you will find helpful videos that may help you to get up and running quickly on the GrowthInvest Platform.
We are always looking to expand this resource so please let us know if there is anything else you would like to see explained here, or something below that you would like us to explain in more depth.
Setting Up a Client
This guide will walk you through the process of setting up a client on the growth invest platform.
Go to app.growthinvest.com
1. Click “Clients”
Start by accessing the “Portfolio” section and selecting “Clients” from the drop-down menu.
In this section, you can view a summary of all available existing clients, their status, adviser, and portfolio summary, as well as add new clients to the portal.
2. Click “Create Client”
To add a new client, press the Create Client button.
3. Creating a Client
On the pop up you will be asked to enter the client’s personal information, such as their name, address and date of birth.
To note, the majority of the fields listed must be completed, and will highlight red if missed.
4. Adviser Information
Remember to list the correct adviser for the client, and note if advice is being provided. Please be advised, if a client is not marked as advised, there will be changes to our internal processes.
5. Click “Submit”
Once you’ve added all of the client’s information, press “Submit” to open the account.
6. Open the Client’s Profile
You will now see the newly added client in the Clients table, as a “shell” account has been created. In order to progress with opening a full and authorised GrowthInvest account for the client, an Account Application form must be completed. To send this form, click on the client’s name to open their “Profile”.
7. Edit the Client’s Profile
As you can see from the green banner, the new account isn’t complete yet, and you’ll also notice that the apply button is greyed out. This is because information is missing from the client profile, indicated by the red icons on the relevant tabs. First add the missing information to the Profile tab.
8. Fill in the “Appropriateness” section
Next complete the “Appropriateness” section.
9. Click “Apply”
Once you have completed all sections,
you will see that the banner at the top
changes and the previously greyed-out Apply button is now green. If you’re ready to send the Account Application form to the Client and Adviser for digital signature, press “apply”.
10. Review and Send
Ensure you are happy with the selected signatories, then press the “apply” button. The account application form will now automatically be sent to the adviser, then the client, for digital signature via DocuSign.
11. Complete the Account Application Form
While the Account Application form is awaiting signature, there will be a green bar at the top of the client’s profile page.
Automated reminders will be sent on unsigned documents, but if you require any amendments to be made or if you have any questions, speak to our team.
12. Authorised Client
Once the application has been signed and the client’s account has been authorised, the previously shown green banner will disappear.
In addition, on the Clients page, you’re able to see authorised clients at a glance in the Advisers column. Where the firm and adviser’s name is highlighted green, it indicates a client’s account is authorised, but where the text is amber, the account is not yet authorised.
To note, following the completion of the Account Application form it takes 48 hours for our custodians to authorise a client’s account. Please speak to our team if you have any questions.
For further information about the GrowthInvest platform, please review our other educational materials or speak to a member of our team.
