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Read our step-by-step instructions below or check out our video tutorial!

  1. Click Connections in the left menu

  2. Under Sales Deposits, locate Securexchange and click the Connect button

    Connect securexchange process

  3. Contact Alfie Stowers from securexchange to enable access Connect dialog

  4. Once you have setup an account, enter your Username, as provided by Alfie Stowers

  5. Click Connect

    Connect securexchange dialog box

  6. Once authorised, you will be redirected back to Realworks and see the success dialog

  7. Click Done to complete the process

    Authorise securexchange dialog box