Learn More - Adviser Online Services

You'll be amazed by all you can do with Adviser Online Services!

• Authorised client margin loan positions - including their outstanding loan balance, available funds, gearing level, portfolio value and details of recent transactions.
• Monthly and interim client account statements.
• End of year client interest statements.
• Portfolio analysis and reporting.
• Commission reporting and data downloads (head office only).
• Latest stock list and lending margins for shares and managed funds.
• Develop what-if margin lending scenarios.
• Latest interest rates and product information.

How to gain access...

• Contact your Account Manager on 1300 307 807 who can immediately issue you with a username and password.
• To access your client's accounts, they must have an existing Leveraged Equities Account or establish one and authorise you access to their account information.
• To authorise your online access to their account details they will need to complete an authority form (available through this service).
• If your client is not an existing Leveraged Equities Client and would like to become one, request a brochure or download a brochure and application form on their behalf or phone your Account Manager on 1300 307 807.