My Clients

To access the following information you are required to login

This section contains information on your clients' accounts:

Investments & personal super:

  • Enter your client's investor number or
  • Search for a Client
  • to obtain their transaction history, online transactions or their personalized rate of return.

Employer super - view holdings across your employer plan clients, at company and employee level.

Margin Lending - view details of your clients' margin lending accounts. Try the Transaction Simulator or the Prepaid Interest Quote. Obtain details of securities available for margin lending.

Important information:
General advice and general education information on this website has been prepared without taking into account your objectives, financial situation or needs. Before acting on the advice, consider its appropriateness. Consider our disclosure documents, which include the Product Disclosure Statement (PDS) for each product. The PDS is relevant when deciding whether to acquire or hold a product. View our Australian Prudential Regulation Authority Registrable Superannuation Entity (RSE) Licence & Registration numbers. By accessing this website you agree to be bound by the terms and conditions of this website.