How to set up your Discovery Profile

Set up your Discovery Profile and Accept documents

In recent year Discovery has moved to a paperless system .. SAVE THE TURTLES

Here is how you can register , and accept documents from your Advisor

First step – on the Discovery Page click ‘ Log in ‘ then ‘Register ‘

Next step – Use you SA ID number or Passport to register

Once you have filled in your details you will receive an OTP and be required to set up a password

Everything is linked to your ID Number so you will use the same Username and password for your Portfolio and Bank profile.

You are also able to set up a 2 factor verification which will ensure enhanced safety

Here’s how you accept documents

Step 1 – Locate the ribbon on the top of the page , once logged in.

Step 2 – Select the Product that require your acceptance

For instance if you need to accept a change in investment contribution the documents sent for acceptance will be under ‘ INVESTMENTS’

Step – Click ‘Review and Accept’

Liadh’s tip –

All the products under your portfolio will have a green tick on the ribbon , this shows you what products are currently in your portfolio

Here’s an example