How do I add Additional Instructions for a specific asset?

Under the Allocate Assets tab, click on the specific asset.

Toggle on Additional Instructions and type your instructions within.

Do not leave any contradictory instructions as it may make all related request invalid. Additionally, for insurance policies, please make sure that the policy is not nominated as it will override Wills drafted on our platform regardless of the nomination date.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us