Welcome aboard! We’re excited to have you working with us — a modern investment platform that puts clients and advisors at the center of everything we do. This guide walks you through the first steps to hit the ground running.
✅ 1. Activate Your Advisor Account
After your onboarding is approved, you'll receive a welcome email with login credentials and a link to access the platform.
🔐 Important: Your account is personal and secure. Never share your credentials.
Once logged in, you'll be able to:
Review your dashboard and pending tasks
Access training materials and product information
Submit client applications
📚 2. Explore the Platform
Spend some time familiarizing yourself with our tools:
New Applications: Submit investment or savings account applications
Client Management: Track your clients and view account status
Initiate Transactions: Submit fund switches, withdrawals, top-ups
Notifications Center: Monitor platform updates and pending client approvals
💡 Tip: Our platform is fully digital and most transactions are executed in under 24 hours.
🎓 3. Complete Your Training
We strongly suggest that you read the following support items:
📍 You can find all of these in the Help Center or request a 1:1 training with our Sales Support Team.
🧾 4. Submit Your First Client Application
When you're ready:
Click “New Application” on your dashboard
Choose between:
My: Investment Strategy
My: Savings Strategy
Or a Protected Investment Portfolio (PIP) with capital protection
Enter the client’s details and upload supporting documents
Hit Submit
🚨 All account applications must be approved by both you and the client before activation.
🤝 5. Lean on Our Support Team
We’re here to help you grow your business:
Sales Support: Help with training, onboarding, and strategy
Account Services: For any client, KYC/AML guidance, and or platform issues
Broker Administration Team: For managing your relationship with us
Treasury Team: For any commission-related issues
🧠 We believe great service drives success. Most of your requests are processed within 24 hours.
🔗 Useful Links
🌍 Final Thoughts
At Dominion, we’re building something different — a platform that combines technology, great service, and transparent products. We're thrilled to have you with us.
Let’s make investing better, together.