During the application process, once you have selected and confirmed your investing entity your application will be saved automatically. After this point your application will automatically be saved each time you progress to a new page, even if you don't click the Save & Continue Later button.
If you have a saved application that you'd like to return to there are a number of ways to do so depending both on how you were applying (ie Adviser vs Investor) and on the steps you took while applying (eg whether you clicked Save & Continue Later before closing the application).
Please note:
- Application sessions can only be saved/resumed once you've met the minimum requirements for a session to be saved (ie once you have selected and confirmed your investing entity). This means, for example, that if you quit an application midway through creating your investing entity your progress would not have been saved.
- Once saved these applications are bound to your specific Connexian account. This means that in order to resume a saved application you'll need to log in with the same email address you used to start the application.
- Application sessions can only be resumed if they haven't been finalised yet. An application is considered finalised once signatories have been assigned and the final screen has been reached, at which point the application is no longer deemed a "session". Once this happens the application can no longer be resumed or edited. If you've made a mistake on a finalised application please refer to this article for assistance.
Both Direct Investors and Advisers
Resume from an Email Link
If you clicked Save & Continue Later during the application proccess you will have been sent an email with a link to resume the application. To resume the application simply click the Go to saved Application button in the email and log in to the Connexian account you used to begin the application.
Resume from an Investment Platform
If you started your application from within an Investment Platform you'll be able to continue it from that same Investment Platform. Your incomplete applications will be listed under the Dashboard tab in the Incomplete Applications section. Note that these applications are bound to your account so you'll need to log in with the same email address you used previously.
Direct Investors
Resume from a Continue URL
If neither of the above options are available you can request a Continue URL from your adviser or fund manager. This is essentially the link you would have been sent if you clicked Save & Continue Later. Your adviser/fund manager will need to retrieve this URL from within their Professional Account and send it to you. Note that these applications are bound to your account so you'll need to log in with the same email address you used to start the application.
Advisers
As an Adviser you will be able to view and, if available, resume applications started by fellow team members in your professional account via the Workflow tab. To access this tab:
- Log in to the Connexian Gateway using your existing account details
- Click Personal Account in the top left, then select the name of your professional account.
- Click Workflow in the menu on the left of the page.
- Click on the application you need to resume, then click Open.
Once you've opened the relevant application you should see a Continue Application button:
Please note that this Continue Application button will only appear for applications that haven't already been finalised.