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Linking an additional investment account

How to link an additional account to your online account

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Written by Support
Updated over 3 months ago

1. Once you have logged in to your online portfolio, click on the Request An Account Link button under your account balance

2. Enter your account number in the pop up menu.

3. Click Send Request

Please note: this process can take up to two working days as our Client Services team need to validate and authorise your web access on the account.

Please contact us at: website@forsythbarr.co.nz, if you are experiencing issues or need further assistance.

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