Signing a Document without an Email Link

This article is for users who are required to sign a document in Connexian but haven't received or cannot locate their email invitation. 

Getting Started - new Connexian users

1. Navigate to the investment platform of the product issuer you're investing with. 
2. Select Create a new account.
3. Enter your first name, last name, and the email address used on the application. Note that you must use the email address that was entered during the investment application process.
4. Review and agree to the Connexian Terms and Conditions and Privacy Policy, then click Create account. 
5. Enter the 4-digit verification code sent to you via email, then click Verify. 
6. Enter your mobile number to set up 2-Factor Authentication, then click Send security code.
7. Enter the 4-digit verification code texted to you, then click Verify.
8. Create and enter a password for your account, noting the password requirements. Once you are ready to create your account click Set Password.
9. Once you're logged in, select Documents & Signatures from the navigation menu on the left-hand side of the screen. 
10. Locate the document you need to sign, then click the Sign button to the right of its name.
11. Review the document, then click Start.
12. Select the signing method you would like to use and once you have applied your signature(s), click Done. Each fund manager determines what signing options are available. Signing options can include draw on the screen, upload a signature, send to phone or sign a document using a PIN. If you cannot see all of the options, it is because the fund manager doesn't allow it. More information about individual signing options can be found in this article.

Getting Started - existing Connexian Users

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1. Navigate to the investment platform of the product issuer you're investing with. 
2. Enter your email address and password, then click Log In.
3. A verification code will be sent to your nominated phone number linked to your account. Enter this code, then click Verify. 
4. Once you're logged in, select Documents & Signatures from the navigation menu on the left-hand side of the screen. 
5. Locate the document you need to sign, then click the Sign button to the right of its name.
6. Review the document, then click Start.
7. Select the signing method you would like to use and once you have applied your signature(s), click Done. Each fund manager determines what signing options are available. Signing options can include draw on the screen, upload a signature, send to phone or sign a document using a PIN. If you cannot see all of the options, it is because the fund manager doesn't allow it. More information about individual signing options can be found in this article.