DOMINION

Create a custom design with text, images, and links

Covers day-to-day client operations and features available in their account.

Account Services

Terms & Conditions, and other legal documents.

Legal

Dedicated to adviser-specific tools, permissions, and responsibilities.

For Financial Advisors

For new users: how to register, open an account, and navigate the platform.

Getting Started

Details on available strategies, protected portfolios, and fund information.

Investments & Products

Help with technical issues, platform errors, and how to contact support.

Support & Troubleshooting

Explains Customer Due Diligence (CDD) policies & procedures.

Compliance

Find answers and get help from Intercom Support and Community Experts

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