Alongside the exciting addition of household reporting to North Interactive, here’s two other new updates that have been delivered to improve your experience on North.
New activity log provides detailed updates on your service requests.
When you submit a service request you want to be able to see the latest updates and clear action items without following up.
The new activity log on activity management provides game-changing transparency.
Enriched notes show real time updates at each step in a workflow. Allowing you to instantly see which items require attention.
Clear and actionable steps are outlined so you can respond quickly and each note is date stamped for easy tracking.
And you can download a transcript for your records.
Plus, get more accurate fee estimates for switch
The switch fee calculator now gives a more accurate estimate of fees when assets are to be transferred instead of traded (eg. when you switch between a directly held investment and a managed portfolio).
We’re committed to continually improving the tools that matter to you. Keep an eye out for more enhancements coming soon to North.
Questions or feedback on these features? Please reach out to your BDM or contact us.
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It’s important a person considers their circumstances and reads the relevant product disclosure statement and/or investor directed portfolio services guide and target market determination, available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them. Any general tax information provided is intended as a guide only and is based on our general understanding of taxation laws current at the date of publication. It’s not intended to be a substitute for specialised taxation advice or an assessment of liabilities, obligations or entitlements that arise, or could arise, under taxation law, and we recommend that advice be obtained from a registered tax agent / tax professional before deciding to act on the information provided. Information in this article is subject to change without notice.