If you have any difficulties logging in, please contact your adviser directly.
To sign-in for the first time the welcome email link you have been provided with and either sign in using one of the third party companies referred to (i.e. your Google, Yahoo or Microsoft account) or sign up for a new account by following the email link.
Once signed-in you will need to verify your email address by clicking the link you are sent.
Once signed in with your password you will need to provide a "second factor", which can be an SMS or voice call to your phone, an authenticator app (such as Google Authenticator or Authy), or a hardware security key (such as a Yubikey). The first time you sign in you will need to choose which additional factor you want to use to secure your account.
Once signed in you may be presented with the option to "Log In Faster on This Device". If you follow this process you can setup biometric authentication which will allow you to sign-in to Binder using your fingerprint or face scan, if your device supports it.
To sign a document simply press on the document field in the 'Documents for you to Sign' section and follow the instructions. This will automatically notify your adviser once signed.
Your adviser can invite you to view and/or complete your personal details within Binder.
If they have done so, there will be a My Details icon within your case, and you can complete the relevant fields where possible.
When finished, go to the end of the document and press the Finish button.
Your adviser can lock this Fact Find and make it a read-only document and this will be shown at the top of the page within the document.
To upload your documents, click on the relevant document which shows as pending, find the document through “Select File” or the “Click to Upload” icon in the box and select the relevant document which you wish to upload or simply drag and drop the document. If correct, press the “Upload…” field.
To upload multiple documents, select the document field, press Select File, select document and press upload. This document will then be seen on the left-hand side along with already uploaded document.
Please note – you can only upload documents which have been requested on the portal. Any further documents will need to be requested via your adviser.
To preview a document, press the magnifying glass in the document field. To return to the case, press the cross in the top right-hand side of the document.
Any documents which your adviser has sent to you will be shown in the documents under your application. You can preview the documents using the magnifying glass or download them.
To download your documents, press the down arrow in the right-hand side of the document field. This will then download the document for you in the bottom left-hand corner of your screen.
You can send a message to your adviser via the “Chat” icon on the left-hand side. These messages will be sent to your adviser and any colleagues linked to your case. When your adviser responds, the unread messages will appear in the notification bell alert in red at the top of your screen - you can access the message through clicking on this icon or the "Chat" icon.
You can reply to the message in the “Type Something” box at the bottom of the screen and then press “Send”.
You can return to your case documents via the "My Applications" button.
Press the "My Applications" icon on left-hand side.
If your document is password-protected, you will need to let your adviser know what the password is. You can do this via the "Chat" function on the left-hand side.
To delete a document, press on the cross in the top right-hand corner of the document field.
