Financial advisers and authorised representatives help
Our user guides provide step-by-step instructions for financial advisers and authorised representatives completing transactions in ASIC Connect.
We provide two options for following our user guides:
- PDF documents which include screenshots and
- HTML text of the PDF document.
Where available we include an additional video tutorial for some options.
Signing up and using ASIC Connect
- How to sign up for an ASIC Connect account and link your licence(s)
- How to sign up for an ASIC Connect account and link authorised representatives
Appoint an authorised representative and/or financial adviser
- How to appoint financial advisers
- How to appoint authorised representatives
- How to appoint authorised representatives and financial advisers
Update details of an authorised representative and/or financial adviser
- How to update authorised representatives details
- How to update financial adviser details
- How to request a correction to authorised representative and financial adviser details