How do I add a new member to a fund?

Go to your Portal Dashboard and click on the Add Member button to add in the new member details.

You will be shown the Add Member screen where you can add the required details and save.

Remember to provide all the mandatory information required, otherwise you will be presented with a validation error and will not be able to submit your information until the validation error has been resolved.

Once you have reviewed all the member details, click the Confirm and Send button on the Review screen.

This will add these member records to the database and send a message through to the Super Fund, known as a Member Registration Request (MRR), notifying them of the new member.

Note: If you are using a file upload for your submissions and the member data is in the file, the Portal automatically creates the new members using that data. So, you will not need to use this manual Add Member process.