How to add new business

In this video, we show how easy it is to submit a new business application to set up a new account.

This example will step you through how to set up an investment account on Expand Extra. The steps may vary slightly for other product types.

You can skip to the steps you’re after with these time stamps:

0.16 – Start new application

1.20 – Enter applicant details

1.38 – Add standing instructions

4.11 – Set up automatic reweights

4.35 – Complete deposits and withdrawal details

6.10 – Add Advice fees

6.22 – Submit application via PDF or DocuSign.

• Download the 'Setting up a new account' guide
• Download the 'How to make additional contributions' guide