Save time managing Rollover In requests with our new dashboard
We understand that keeping track of client rollover status and chasing client consent for paper-based submissions can be time consuming for your business and inefficient for your clients.
Our new dashboard empowers you with greater transparency and flexibility when managing Rollover In requests for your clients. You can now view the status of your existing rollover requests, modify or cancel existing requests, create new requests, and schedule future requests – all from the same place.
To access the new Rollover In dashboard, simply login to the AdviserHUB and navigate to Accounts > Manage Accounts > Rollovers.
New account activity alerts
We’ve also created two new account activity alerts, which will:
- Notify you when your rollover request has been rejected, and
- Notify you when a rollover has been completed
We’re here to help
You can access our support guide to learn more about the key features of our new Rollover In dashboard and read some of the frequently asked questions.
Return to the Recent Platform Enhancements page.
Disclaimer: The information on this website is produced by and on behalf of HUB24 Limited (ABN 87 124 891 685) and its subsidiaries (HUB24 Group). HUB24 Custodial Services Ltd (ABN 94 073 633 664, AFSL 239 122) is the operator of HUB24 Invest (an investor directed portfolio service), promoter and administrator of HUB24 Super which is a regulated superannuation fund. The trustee and issuer of interests in HUB24 Super is HTFS Nominees Pty Limited (ABN 78 000 880 553, AFSL 232 500, RSE Licence No. L0003216).
The information on this website is general in nature only and does not take into account any person’s objectives, financial situations or needs. Accordingly, before acting on any information on this website, the viewer should consider the appropriateness of the information having regard to their objectives, financial situation and needs, read the HUB24 Financial Services Guide and the relevant disclosure documents, and seek independent professional advice before making any decision to acquire or hold a financial product. HUB24 Limited and its subsidiaries disclaim all liability for any loss suffered by any person arising from their reliance on, or otherwise use of this information.