You can now open new accounts for your clients online through HUB24. This new online account opening experience is designed to help you and your clients save time, reduce paperwork and stay secure. You can start and complete an account application in as little as 15 minutes.
Getting started
Check out the below training video to learn more about how online account opening works and some of
the exciting new features available, including:
- Mobile-responsiveness: You and your clients can open accounts online using a range of devices—laptops, mobile phones and e-readers.
- Streamlined processes: Save time, with built-in features like Super Fund Lookup (search by USI number or product name), ABN lookup and electronic signing enabled.
- Dynamic questions that adapt to some client circumstances: For example, when you add a client’s age, the online form adapts to include only relevant fields (e.g. work test, payment configurations, ID verification methods, etc.) and excludes sections that aren’t relevant to the client.
Furthermore, Learn how to obtain advice fee consent on new accounts with the below demo video.
If you have any questions…
Contact your BDM or our Customer Service team at 1300 854 994.