Verify your identity with Plaid
Before you can borrow or invest with us, we’ll need to verify your identity. It’s quick, secure and powered by Plaid.
Unlocking business potential: Navigating AI integration
A few months ago, I asked my team, do you use AI? Once I had helped them to understand that I saw AI as a facilitator, not a shortcut, I was pleased to learn that almost everyone was using AI for something. Whether that was correcting formulae in Excel, checking punctuation within written documents or supporting the coding process for our platforms, it was saving time and helping our business to be more productive.
How to navigate your new dashboard
We have prepared a how to video to show you around the new dashboard, and also prepared FAQs and updated our glossary of terms.
How to sign your Funding Agreement
This is a video and instructions explaining how to sign your Funding Agreement. Before you can make any investment on the TAB platform, you need to read and electronically sign your Funding Agreement.
How to switch between accounts
If you have more than one investment account with TAB then this guide is provided to help you switch between them. Follow the instructions on how to switch between accounts below.
