25 Feb Why is the “Authorise Instruction” option not available?

One or more of the following reasons could be stopping the user from authorising an instruction or group contribution:

1. Check on the instruction for validation messages.

This is an example of the message that will be displayed if the linked advisor does not have certain required mandates.

To set the mandates, select “View Details” on the advisor Card of the investor account and check the relevant advisor mandates.

2. On Withdrawals, ensure that the bank account linked on the instruction has been verified.