How do I settle to an external margin loan or wrap account?

You can setup a trading account to settle to your client’s margin lending or wrap facility as part of the online application process. 

Under the question ‘do you want this account to be settled via a margin lending facility or other third-party settlement agent, tick 'yes'.

You then select ‘Use existing margin lender’ and select the name of your client’s margin lender or wrap provider from the drop-down box. 

You will also need to provide their margin loan/wrap facility account number, the name of their account manager and their account manager’s contact number.