- How do I deposit funds to trade?
- How do I get a new password or PIN and/or unlock my account?
- How do I unsubscribe from the Daily Portfolio Snapshot emails?
- How do I access the Desktop Broker mobile Application?
- How can I add or revoke an authorised representative on an account?
- How do I transfer shares that I own to someone else?
- How do I change my clients’ details?
- Opening multiple client accounts
- How do I open a trading account for my client?
- How does an adviser sign up to Desktop Broker?
- How do I set up a new licensee with Desktop Broker?
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