Once you've created your account, the next step is to establish an investing entity through which you'll make your investments. To do this, click the "Add investing entity" button or select the notification bell and complete the "Add an investing entity" task
If this isn't your first investing entity, you can view and add additional entities following the steps in this article.
Once confirmed you can select your entity type. Your options are individual, joint individual, company, partnership and trust.
Next, you will be asked to enter some additional information, such as tax and investment information (the required fields will vary based on your investing entity type). Follow the prompts on screen to finish setting up your investment entity!
Once you have verified that all fields are completed correctly, press 'Submit' to finalise the investing entity setup.