How-to Guides

Access our library of user guides and training materials to learn key functionality of Acclaim Online.

Adviser How-to Guides

How to register | DOWNLOAD

How to set up Time-Based One-Time Passwords | DOWNLOAD

Support staff access guide | DOWNLOAD

AML/CTF guide | DOWNLOAD

Electronic ID Verification Consent | DOWNLOAD

Open an Acclaim Pension account | DOWNLOAD

Open an Acclaim Super account | DOWNLOAD

Transferring an Accumulation account to Pension | DOWNLOAD

Apply for a Pension Restart | DOWNLOAD

Cash account guide | DOWNLOAD

How to make a contribution | DOWNLOAD

Make an ad hoc pension payment or adjust a pension schedule | DOWNLOAD

Request a withdrawal | DOWNLOAD

Transfer cash to CMA | DOWNLOAD

Claiming a tax deduction | DOWNLOAD

Generating a Centrelink schedule online | DOWNLOAD

Create or Renew an Ongoing or Upfront Advice Fee Consent | DOWNLOAD

Adviser fee report | DOWNLOAD

Family fee aggregation | DOWNLOAD

Set up auto-rebalancing for managed funds | DOWNLOAD

Term deposit instructions | DOWNLOAD

Updating automatic buy & sell instructions and profiles | DOWNLOAD

Adviser fee report | DOWNLOAD

Centrelink schedule | DOWNLOAD

Insurance | DOWNLOAD

Rate of return | DOWNLOAD

Unlisted and listed security balances | DOWNLOAD

SMSF to Acclaim Transition Guide | DOWNLOAD

Upload a Binding Death Benefit Nomination | DOWNLOAD

Member How-to Guides

How to register and log in | DOWNLOAD

How to view Portfolio Summary and Account Information | DOWNLOAD

How to access your Acclaim Filing Cabinet | DOWNLOAD

How to view and update client details | DOWNLOAD

How to use the Transaction Search screen | DOWNLOAD

How to use the Regular Savings Plan feature | DOWNLOAD

How to set up Time-Based One-Time Passwords | DOWNLOAD

How to use the Client Report feature | DOWNLOAD

How to use the Account Summary feature | DOWNLOAD

How to use the Account Valuation feature | DOWNLOAD

How to use the ‘Performance’ feature | DOWNLOAD