MyBGL Products – Simple Fund 360 Knowledge Centre

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Access

Upon signing into MyBGL, users will automatically be directed to the Dashboard page by default.

Alternatively, users can navigate to the App switcher from the top toolbar and switch to MyBGL.

If MyBGL does not appear in the App Switcher, the user should contact the nominated Account Owner.

To access the Products page from within MyBGL, users can select the Products option on the left-hand side of the screen.

How to upgrade an existing product

Users are able to upgrade an existing product from within the Products screen. To upgrade the product, select the Upgrade button next to the product subscription that you wish to upgrade.

Select the upgrade quantity you wish to upgrade the subscription to. Note: You may upgrade the paid quantity only.

If you have already purchased an add-on product such as Bank Data and/or Share Data, you will also be able to upgrade these licenses in the same screen.

Once you have nominated your upgrade amount, select the Get Price button at the bottom of the screen.

To preview how the price has been calculated, select View Price Calculation Detail

To proceed to the payment of the invoice, check the box agreeing to the terms and conditions, then select Go to Payment.

Users will be redirected to the Payment Options screen. For further information on how to proceed with payment options, please refer to the MyBGL Billing article.

Note:

If you are on a monthly subscription and have an existing default payment details, then the invoice will automatically be set to “Postpay Pending” which means the pending auto direct debit using your default payment details. You will have access to the upgraded level immediately.
If you are on a monthly subscription and do not have an existing default payment details, then you will be prompted to set up your default direct debit for your subscription. You will have access to the upgraded level after setting up your default direct debit for your subscription.
If you are on an annual subscription, you will have to make a payment to the invoice before being granted access to the upgraded level. Successful payment via Credit Credit card will immediately grant you access to the upgraded level. Payment via EFT or Cheque may take up to 2 working days before you have access to the upgraded level.

How to submit a downgrade request

Users are able to submit a downgrade request from within the Products screen. To submit a downgrade request, select the Downgrade button next to the product subscription that you wish to downgrade.

Select the downgrade quantity you wish to downgrade the subscription to.

Once the downgrade quantity has been selected, agree to the terms and conditions, and select Send Downgrade Request.

Once selected, a downgrade request will be submitted to your BGL Account Manager for processing.

How to submit a cancellation request

Users are able to submit a cancellation request from within the Products screen. To submit a cancellation request, select the Cancel button next to the product subscription that you wish to cancel.

A confirmation message will appear, asking you to select the product you want to cancel if you have more than one active and if possible let us know why would you want to cancel. Select Yes if this is correct.

A cancellation request will be submitted to your BGL Account Manager for processing.

How to convert an annual subscription to a monthly subscription

Users are able to convert an annual subscription to a monthly subscription from within the Products screen. To change the subscription frequency from annual to monthly, select the Convert to Monthly button next to the product subscription that you wish to convert.

Once the button has been selected, agree to the terms and conditions by selecting OK.

The Change your subscription to Monthly box at the bottom of the Upgrade page should be ticked.

To preview how the price has been calculated, select View Price Calculation Detail

To proceed to the payment of the invoice, check the box agreeing to the terms and conditions, then select Confirm to Upgrade.

The changes will then be processed. You can view the changes in the form of an invoice by selecting View All Billings.

How to convert a monthly subscription to an annual subscription

Users are able to convert a monthly subscription to an annual subscription from within the Products screen. To change the subscription frequency from monthly to annual, select the Convert to Annually button next to the product subscription that you wish to convert.

Once the button has been selected, confirm your request by selecting OK.

Note: A renewal invoice will automatically be generated after converting from a monthly to an annual subscription. Users will be redirected to the billing page upon completion and the user can find their renewal invoice there.

How to purchase a new product or add-on service on an existing MyBGL account

Users are able to purchase a new product or add-on service on an existing account from within the Products screen. To purchase a new product, select the Purchase New Product button at the bottom of the Products page.

Select Buy Now next to the product or add-on service you want to purchase.

Please Note: Products or add-on services you have already purchased will not display on this screen. If you wish to upgrade an existing product or service, please refer to the section titled ‘How to upgrade an existing product’ in this article.

Select the quantity and subscription frequency, then select Add to Cart.

Users will be able to review the purchase details in the cart prior to purchasing. The information displayed will include the product, quantity, and price. If all information is correct, select Checkout.

Users will be directed to a purchase page, where there will be a final opportunity to review the General Details and Account Owner contact details. If all information is correct, agree to the terms and conditions, check the robot verification box and select Go to Payment.