Why can't I see any historical data in TCOps?
Historical data from our old back-office is housed in TCWealth only.
You can access this at account level in TCWealth > Clients > Account View.
How to open an account in TCOps
I need to open an account, how do I know my new adviser code?
You can search by adviser name to see your new adviser code. Your new Branch, Organisation and Department will then pre-fill automatically.
Which option should I select for "Account Type" when opening a new account?
For institutional accounts, select "INST: INSTITUTION".
For all other account types, select "PRIVAT: PRIVATE CLIENT".
How do I opt for a HIN Transfer when opening a new account?
If you are transferring a HIN to FinClear, please open a "NON-CHESS" account. Once the account has been approved by our account opening team and assigned an account number, you will need to use the Transfers tool in TCOps to request a "HIN IN" transfer.
How do I add an external data feed? e.g. Class, Praemium
Tags can now be added at the Account Opening stage, as well as in the Account Maintenance tool.
To enable an external data feed, select "Add Demographic".
Class Type = EXFEED - External Vendor Feed
Class = Select the appropriate data feed you want to enable 
What's changed in Account Details?
Account Details - Overview
Account Details - Details
Account Details - Holdings - Portfolio
Account Details - Holdings - Sponsored
Account Details - Contract Notes
Account Details - Orders
Account Details - Financials
Account Details - Settlements
Account Details - Statements
What's changed in Account Maintenance?
Account Maintenance - HIN Details
Account Maintenance - Addresses
Account Maintenance - Phone Numbers
Account Maintenance - Bank Details
Account Maintenance - Branch & Adviser
Account Maintenance - Charges
Account Maintenance - Tags
Account Maintenance - Communications
I have updated a TFN or dividend banking, how do I send this update to the share registries?
Updates made to dividend banking and TFN in TC Ops > Account Maintenance > HIN Details no longer require a second step to send to the share registries. This will happen automatically when the update is saved.
How do I update bank details for dividends?
TC Ops > Account Maintenance > HIN Details > Bank Details.
Click the blue edit button, add or update the bank details.
Click Confirm. Bank details are automatically updated at the share registries via CHESS message.
How do I update bank details for settlement?
TC Ops > Account Maintenance > Bank Details
Important to note - Default CREDIT and DEBIT accounts are shown on two separate lines, so you may see the same bank account listed twice. Debit and Credit accounts need to be updated separately.
To add a new bank account, click the blue "Add" button. Nominate if this account is for DEBIT or CREDIT, add the details, and click save. To add an account for both CREDIT and DEBIT, you will need to click "Add" again to add a second line, to nominate for the other method.
Once the new bank account has been added, you will need to change the default.
To change the default bank account, click the blue "Defaults" button. Select from the dropdown which bank account you would like for Default Credit, and which for Default Debit. [Tip - If you can't see the bank account you want in the dropdown, you will need to go back to the previous step and add this bank account for Debits and/or Credits).
To change the settlement method click the blue button "Sett Method".
Important - Where default settlement bank details are updated during an in-flight transaction, the bank details for the in-flight transactions will not auto update.
I have an in-flight transaction, can I update the settlement bank details?
Where default settlement bank details are updated during an in-flight transaction, the bank details for the in-flight transactions will not auto update.
How do I update/add a new email address for receipt of trade confirmations/contract notes?
TC Ops > Account Maintenance > Communications
To edit an existing email address, click on the email address you wish to change, click the blue "Edit" button, amend the email address and click "Save".
To add a new email address, click "Add", enter the new email address and click "Save". When adding a new email address in this screen, the client will be automatically opted in to receive contract notes.
To remove an email address, click on email address you wish to remove, click the blue "Edit" button, and untick "Current". The email address will be removed and will no longer receive contract notes.
We are legally obliged to send a trade confirmation to the account holder, so there must be at least one current email/address that belongs to the client.
What's changed in Bulk Account Update?
Bulk account updates will be temporarily unavailable in TCOps. If you need to complete any bulk updates please contact accountservices@finclear.com.au who will be able to assist.
What's changed in Transfers?
What's changed in Journals?
The journal tool has been redesigned with a new look and feel and increased functionality. Download the below User Guide for a detailed explanation of the changes.
If you would like training on how to use the new tool please reach out to your Relationship Manager.
What's changed in Bookings?
Bulk booking allocations for domestic accounts will be temporarily unavailable in TCOps.
Please complete the bulk booking template and email to bookings@finclearservices.com.au.
TCOps screen is flashing
Your TCOps screen may be flashing if you are trying to search by an old account number.
Remember all your account numbers now have a two-letter prefix - if you are not sure what your prefix is please reach out to rm@finclear.com.au.
We would also recommend logging out of TC, clearing the cache of your browser and then logging back in.