How do I import details of my BGL fund to my Cleardocs orders?
Log in to your Cleardocs account with your username and password. If you haven’t used Cleardocs before, you can register an account for free using the ‘Sign up now’ button on the Cleardocs website.
Choose from the following document packages that have the BGL integration enabled and click the ‘Buy The Product’ button to begin your order.
- Superannuation Trust (SMSF) set up;
- SMSF borrowing (related party);
- SMSF borrowing (bank); and
- SMSF Pension Pack.
Enter ‘Client name’ and ‘Matter name’ details to help identify your order and then select the ‘Start now’ button.
On the Cleardocs pre-population page, click the ‘Use details from BGL Super Fund 360’ link.
You will be taken to the login screen for your BGL account. ‘Sign in’ with your credentials
On the next screen, you will be prompted to authorise Cleardocs to access your fund information. Click the ‘Authorise’ button.
You will be returned to the Cleardocs interface where you can select your preferred BGL fund from a drop down box.
Your Cleardocs order will now pre-populate with your nominated BGL fund information. You can proceed with the rest of your Cleardocs order.
For further queries about the BGL Simple Fund 360 integration with Cleardocs, please contact the Cleardocs helpline on 1300 307 343 or via email on email@example.com