How to Download your Commission Files

Discovery Health

You need to be registered on Discovery World.

  1. Go to - https://www.discovery.co.za/portal

  2. Make sure you are on Financial Advisors Dashboard
    Step 1

  3. Once logged in Select - Your Commission then Broker House Commissions
    Step 2

  4. Select the month and show report
    Step 3

  5. Then click download CSV
    Step 4

Your file will now download, when it is downloaded - open, rename and save to your desired folder on PC or cloud

NB!! Make sure you save the file as a "Excel Workbook"

Momentum

You need to be registered on MDS Online.

  1. Go to - https://mdsonline.momentum.co.za/mdsonline/welcome/loginScreen/loginScreen.jsp

  2. Transact as Managing Director
    Step 1

  3. Once logged in - Select My Business and then select Sales
    Step 2

  4. DO NOT select a broker, and then click "Consolidated Statement"
    Step 3

  5. Scroll down the page to total and click on the magnifying glass Step 4

Your file will now download, when it is downloaded - open, rename and save to your desired folder on PC or cloud

NB!! Make sure you save the file as a "Excel Workbook"

Old Mutual

You need to be registered on Old Mutual secure services.

  1. Go to - https://secure.oldmutual.co.za/

  2. Once logged in Select - Gateway Broker Step 1

  3. Then click on OMIPAY / Visit page Step 2

  4. Scroll down and select the correct tax invoice - single click Step 3

  5. Scroll up slightly and ensure excel file report is selected and then click "Submit" Step 4

Your file will now download, when it is downloaded - open, rename and save to your desired folder on PC or cloud

NB!! Make sure you save the file as a "Excel Workbook"

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