SMSF account digital application
complete
K
Kurt Walkom
Ability to digitally open an SMSF account.
We don't currently have the ability to digitally open SMSF & Trust accounts due to their more complicated KYC requirements, but we are working on a manual (paper-based) workaround in the meantime.
If you'd like to be first in line to open an account once we get our manual workaround up and running, please fill in this form: https://airtable.com/shrIAn6ZsdvKShBwq
Hayden Smith
complete
This is now available, as on Pearler you can open a brokerage account for an SMSF at: https://pearler.com/onboarding.
T
Tim
Hayden Smith: awesome, great job!
Don't forget to update the help articles:
and
Hayden Smith
Tim: Thanks! We're going to do this once we're comfortable making this public beyond our community :)
K
Kurt Walkom
planned
Hi everyone, just letting you know that digital Trust applications are expected in Q2, but we're working on a manual workaround in the meantime.
If you'd like to be first in line to open an account once we get the workaround up and running, please fill in this form: https://airtable.com/shrIAn6ZsdvKShBwq
Thanks! 😊