New To Grove Portfolio Online
Getting Started
Simply follow the steps outlined in the PDF document below to set-up your account on Grove Portfolio Online. Steps 1 to 8 are completed once only at the time of establishing your Grove Portfolio Online Account.
Custody Terms & Conditions
The Custody Terms & Conditions of GPO are provided in the document below. Please review the Custody Terms & Conditions and direct any questions to your Grove representative.
Completion Checklist
This checklist will assist you to complete the forms to open your GPO account.
Grove Portfolio Online Forms
The three forms below must be completed and returned to Grove to open your new GPO account. Additionally, the authorised signatory template must be completed and sent to Grove.
Download Form 1 - Client Registration Form
Download Form 2 - Sub Account Setup Form
Download Form 3 - Access Authority for Authorised Users Form
Authorised Signatories
This list will be used in future to verify the signatures of your Authorised Users where required.