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FinClear Knowledge Base

Tutorials & Videos

Tutorials & Videos

Easy FinClear learning: Tutorials, Videos & Tips for all your trading needs.

TCOps - Account Opening

Account Details

SMSF Details

Trust Details

Corporate Details

Applicant Details - Individual/Joint

Applicant Details - SMSF/Trust

Applicant Details - Company

CHESS Registration & Account Name

Cash Settlement Details

Contract Note Distribution

Submission of Completed Application

How to set up a one-off sale account for a deceased estate

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TCOps - Account Maintenance

Update Dividend Bank

Managing Bank Details for Dividends

How to change a default bank account

Update/Opt into CHESS email

Update CHESS Address

Update Cost Base

Update Branch or Adviser Code

Deleting Cash Settlement Details

Managing the Ledger Settlement Method

How to Set up and manage the cash settlement defaults

Set up options for Macquarie CMA Accounts

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TCOps - Transfers

Transfer Requests

Broker to Broker

Issuer to Chess Conversion

HIN to HIN

HIN IN Transfer

OMT Issuer to CHESS

CHESS to Issuer Conversion

OMT CHESS to Issuer

Submission of Transfer Requests

SRN Search

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TCOps - Journals

Summary of journal functions

How to create a batch

How to add journal lines to a batch (manual process)

TCWealth

Dashboard

Clients - Account View

Clients - Holdings

Clients - Confirmations/Contract Notes

Clients - Account View

Clients - Advanced Search

End of Financial Year Reporting

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TCAdviser

How to cancel a trade

Two Factor Authentication (2FA)

How to set up Two Factor Authentication (2FA)

Two Factor Authenticator - FAQs