Shares Pro (France only)
😎 Discover the Shares Pro Platform for Wealth Managers
22 articles
What is Shares Pro?
What are the fees on the Shares Pro platform?
How to create Clients with personal accounts?
What documents are accepted as client’s Proof of Identity and Proof of address?
Why do I need to provide the Client’s source of funds?
How can my Client deposit money to their Shares account?
What documents are accepted to verify my Client's bank account?
What are the steps to create a business account for a Client?
What do your Business Clients need to prepare to onboard on the Shares Pro Platform?
What types of accounts does Shares offer for WM clients?
What are the steps to transfer a Client’s PEA to Shares Pro?
How to create a Plan on the Shares Pro platform?
How to create and manage Plan templates on the Shares Pro platform?
How to cancel, pause or resume a Plan on the Shares Pro platform?
What is SEPA Direct Debit on the Shares Pro platform?
How to set up SEPA Direct Debit on the Shares Pro platform?
How to set up SEPA Direct Debit for clients onboarded before May 2025 on Shares Pro?
How to edit a Plan on the Shares Pro Platform?
How to initiate withdrawals from CTO accounts on the Shares Pro platform?
How to create an ELTIF order on the Shares Pro platform?
What are the timeframes for an ELTIF order, and when can it be cancelled?
What are the fees for ELTIF orders on the Shares Pro platform?