Help Center
Chat with us
Client management feature
Global Collections Account
Account Management
Transaction Handling
Beneficiary Management
Regulatory and Compliance
Security and Safety
Fee Credits
Analytics tab
Client management feature
Investment Account
The Process
Safety & Regulations
Learn
Fees and Charges
Your Account
Using the App
Back to home
Help Center
Global Collections Account
Client management feature
Global Collections Account
Account Management
Transaction Handling
Beneficiary Management
Regulatory and Compliance
Security and Safety
Fee Credits
Analytics tab
Client management feature
Investment Account
The Process
Safety & Regulations
Learn
Fees and Charges
Your Account
Using the App
Can I add my clients later?
Yes, but withdrawals can only be processed once a client is added. Adding them now means no delays later. This also gets you ready for Winvesta’s upcoming invoice generation feature.