How do I Appoint or Change my Financial Advisor?

You can do this easily online via the Automic Online Investor Portal. Simply log in or register, once logged in click on the “My Details” button for the holding which you wish to appoint a Financial Advisor for and select Financial Advisor on the left-hand side. 

Then follow the prompts to input your Advisors name or Advisor Number, then ensure that you move to the “Review and Save” section and save your changes. If you do not save your changes in this section the changes will not be made.