Before you register
How do I register for the Adviser Portal?
You need to fill out the registration form, opens in a new window and return it to us.
Learn how to register
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.