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Final Step: Account-connection authorisation

Now that your account is established, the final step is to complete the quick connection authorisation form, below, using the new account details emailed to you by your brokerTo reset them, you will need to contact your broker directly.

Once completed you should then be connected within the day, though usually within an hour or so.


Key summary points – the purpose of this page:

  • To provide an outline of IU’s fees for the provision of the MSP service
  • For you to authorise your account connection, by completing the below online form

This is the final step in the process. You’ll receive an email confirmation, once completely set up, and your account will be receiving orders from then forward.

For clarification on any points, chat is available in the lower corner.

There are three fee-structure choices. Clients choose a single structure onlyOption 1 (brokerage only) is the preferred/default.

ACCOUNT-CONNECTION AUTHORISATION FORM:

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