The Adviser Portal is our platform for you as an independent financial adviser (IFA).
It helps you work with us and support your clients who have Aware Super accounts, helping them reach their retirement goals.
Key points:
- Fill out the Adviser registration form to get started.
- Once your registration has been processed, the Adviser Portal allows you to view and manage your clients’ accounts, initiate transactions on their behalf and see their client dashboard, and more.
- Your dashboard is the best starting point for all your actions and clients.
Before you register
How do I register for the Adviser Portal?
You need to fill out the registration form and return it to us.
Once we’ve received and processed your form, you’ll receive an email with your login details and instructions on how to access the Adviser Portal.
What can I do in the Adviser Portal?
You can:
- View client details: see your clients’ account balances, transaction history, investment options, and other important details.
- Manage client accounts: make contributions, withdrawals, and other account changes on behalf of your clients.
- Access reports and statements: generate reports and statements for your clients, including annual statements and transaction reports.
- Provide advice: use the portal to provide investment recommendations, retirement planning, and other financial guidance to your clients.
The client dashboard also shows you any actions submitted to your clients, their account balances, and their investment performance.
How secure is the Adviser Portal?
We use the latest encryption and security technology to protect you and your clients’ data and privacy.
You’ll need to use your unique username and password to access the portal, and you will be automatically logged out after a period of inactivity. You should keep your login details confidential and not share them with anyone else.
Logging in and navigating
How do I log in after registering?
After completing your registration, you can log in at login.adviser.aware.com.au.
For easy access, we recommend saving this link to your favourites.
How do I get a list of my clients?
Once you’re in, you’ll see the member dashboard, which lists your top 10 clients by funds under management.
To search for a member in the Adviser Portal:
- Use the search tab on the left-hand side of the screen.
- Enter the member’s name or other identifying information in the search bar.
- The results will be displayed on the screen, and you can access the member’s account.
How do I reset my password?
- On the log in page, click Forgot your password?
- Enter your Client ID and you’ll receive a verification code.
- Enter the verification code to continue.
- You’ll be asked to create and confirm your new password.
How do I see the progress of a transaction?
You can view the status of a transaction on the Member Action Dashboard.
How is a member notified of a transaction?
Once you’ve completed a member transaction, a pop-up window will direct you to the Member Consent Dashboard. This is a two-step process built into the Adviser Portal to make sure the transaction has been reviewed before being sent to a member.
- Go to Request for consent on the transaction you initiated. By default, the length of expiry that the member has to approve the transaction is set to 30 business days. You can change it to 7 or 14 business days.
- Once you’ve reviewed the transaction, click Submit consent and the transaction is sent to the member to review.
You can’t initiate a transaction on your client’s behalf if the member does not have access to Member Online.
How do members approve transactions?
When a member logs into their Member Online account, a message tells them their adviser has submitted a transaction for them to review.
In their inbox, the Show details link next to the transaction provides them with more information.
To see how the transaction is progressing, the member can go to the Activity tab, then My Activity.
Is there a time limit that transactions need to be authorised, before they’re no longer valid?
By default, member transactions expire in 30 business days, but you can change this to 7 or 14 business days using the member consent dashboard.
How to videos
This playlist includes step-by-step instructions to a range of features within the Adviser Portal, including:
- How to navigate the Adviser Portal
- How to generate reports
- How to make a transaction
- How to apply for financial hardship
- How to manage client accepts and declines
- How to upload forms.
Investment Funds
- How to use Investment Fund functionality
- How to use Investment Fund functionality – app
- How to withdraw from an Investment Fund
- How to update Investment Fund distribution preferences
- How to deposit into an Investment Fund.
Where to next?
Products and performance
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Tools and resources for you and your clients
Find all the forms and documents you need and access tools for you and your clients.