Settings
- Resetting Multi-Factor Authentication
- Brand to Brand Transfer
- Notifications for Electronic Signatures
- Notifications for SuperStream Rollovers and Release Authorities
- Fund Settings (SMSF)
- Fund Settings (Trust)
- Maintain Users
- User Permissions
- Business Contacts
- Setting up SBR Lodgment for Tax Agent
- Income and Expense Type Settings
- Password & Security Settings
- Business Settings
- Brand Settings
- White Labels
- Portfolio Fees
- Portfolio Fee - Three fee types explained