Financial Advisors

Registration

Registering with the Term Deposit Shop is quick and simple, giving you access to competitive term deposit rates from a broad panel of banks—all in one secure online platform.

• Provide details about yourself, your firm, and your AFSL to create your personal, secure portal.

• Manage all your clients in one place with easy online access.

• Use powerful reporting tools to monitor client portfolios and transactions.

• Delegate access to team members like customer service or admin staff.

• For firms with multiple advisers, we can set up a consolidated portal allowing authorised users to manage all advisers’ clients under one login.

Adding Clients

Getting clients onto the platform is simple:

• Clients complete a once-off agreement authorising you to place deposits on their behalf.

• Our digital onboarding lets you securely enter details, generate pre-filled documents, and upload files or signed forms.

• Once onboarded, you can transact anytime, across multiple banks and terms, with no further paperwork.

We handle all administration so you can focus on client outcomes, while your portal gives you real-time reporting — transactions, portfolio listings, confirmations, interest earned, and document storage.

Tip: Complete onboarding before funds are available to avoid delays.

Onboarding doesn’t obligate you to transact — you stay in control. We only provide access to rates and facilitate execution. (no advice given).

Security

• All deposits are in the name of the client.
• All funds transfers are bank to bank in the name of the client.
• All deposits are covered by the Government Guarantee.

The Term Deposit Shop holds an Australian Financial Services Licence (No. 344 582) regulated by the Australian Securities and Investments Commission (ASIC) and is required to hold Professional Indemnity Insurance to cover both civil and fraudulent actions.

Register