How to generate the PDF application form

How do I generate an application form for the client to sign?

Complete the online application in TC Ops. Every section header must show green, which means that section is complete.  On the bottom, click  “Save as Draft” which will take you back to the Account Opening dashboard screen.

On the Account Opening dashboard screen, click “View PDF” to open the application as a writeable PDF and send to the client to sign alongside a copy of the FinClear Terms of Trade. 

The account will remain in draft for as long as you need.

For further assistance please contact our Account Services Team.