All Collections
Shares Pro (France only)
😎 Discover the Shares Pro Platform for Wealth Managers
14 articles
What is Shares Pro?
What are the fees on the Shares Pro platform?
How to sign in to 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?
How to create Clients with business accounts?
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?
How to transfer an existing PEA of the Client to the Shares Pro platform?
How to create and manage a Plan on the Shares Pro platform?
How to create and manage Plan templates on the Shares Pro platform?