How can I view and amend employer reporting settings?

You can set up, edit or remove our employer reporting service by following these simple steps:

  1. Log in to your Smart Investor account, and click on the ‘Investments’ tab
  2. From your ‘My hub’ page, click on ‘Manage Account’
  3. Under 'Investment settings' on the drop down menu, select 'Employer Reporting Services'

If your employer has a personal account dealing policy, it's vital that you understand and adhere to it or you may violate the terms of your employment. Please be aware that we take no responsibility for monitoring investor activity. It is your responsibility to set up reporting on all applicable accounts.