Morningstar AdviserLogic

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Where are the Superannuation and Insurance tabs? Where do I enter existing Super and Insurance details? ​

With Digital Advice enabled, you can find existing super and insurance under the Fact Find 2.0 tab as Existing Superfund and Existing Policies within the Financial Information section.

​ ​​ For in-depth instructions:

<a href="https://help.adviserlogic.com/en/articles/10584759-adding-a-platform-superfund-in-adviserlogic">How to Add a super fund </a>

<a href="https://help.adviserlogic.com/en/articles/10584804-adding-a-client-s-existing-insurance-in-adviserlogic">How to add insurance</a>

- <a href="https://help.adviserlogic.com/en/articles/10584759-adding-a-platform-superfund-in-adviserlogic">How to Add a super fund </a>
- <a href="https://help.adviserlogic.com/en/articles/10584804-adding-a-client-s-existing-insurance-in-adviserlogic">How to add insurance</a>

Learn how to locate and enter existing Superannuation and Insurance details when tabs are not shown in Digital Advice.

Digital Advice - Where are the Superannuation and Insurance tabs? Where do I enter existing Super and Insurance details?

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Digital Advice - Where are the Superannuation and Insurance tabs? Where do I enter existing Super and Insurance details?

Where are the Superannuation and Insurance tabs? Where do I enter existing Super and Insurance details?​

Where are the Superannuation and Insurance tabs? Where do I enter existing Super and Insurance details?