FOR FINANCIAL ADVISERS ONLY
FOR FINANCIAL ADVISERS ONLY
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Dealing

Wealth Interactive makes dealing as easy and intuitive as possible. The dealing process is immediate and reduces the margin for error.

If you are a fund adviser with delegated investment authority, the deal is as good as done as soon as you hit submit. If you are not the fund adviser, then your deal submission will be sent electronically to your client’s online service account for their approval.

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Wealth Interactive - Dealing

The legal and regulatory details shown at the end of this video have been updated since the video was created.

Please click here to view the most recent legal and regulatory details.

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Financial Adviser Verification