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FinClear Knowledge Base
General Support
General Support
A guide to FinClear operations and support.
Frequently Asked Questions
How to reset my password
My client is no longer using my services, how do I remove myself as an adviser on their FinClear account?
How do I notify FinClear of a change in AFSL?
FinClear Key Contact List
Who to contact with a query
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Bookings
How to request a re-booking
How to request a manual "give-up" booking
Settlements (Cash & Scrip)
RTGS and international payment requests
Unmatched DVP Settlements
Placements & Corporate Actions
Buy-Backs/Takeovers – BPAY Payments
Unregistered Stock
Placements & IPOs
Deceased Estates
What do I do when I am notified of the death of a client?
What documents are required to unlock the HIN for a deceased estate?
IT Requests (via Support Portal)
How to log in to the Client Support Portal (Ivanti)
How to raise an issue
How to request a new adviser code
Billing & Finance
How to access your month end billing pack
How to interpret the FinClear billing pack
What are the FinClear fees and how much commission do I receive?
