GET YOUR REPORTS ON OUR ONLINE CLIENT PORTAL
HOW TO START USING THE CLIENT PORTAL
1. CLIENT ID
You need your Client ID to login to the client portal. Forgotten your Client ID? Click the link below.
2. SET PASSWORD
To login for the first time, you need to set a password. Click below to set your password for the first time.
You will be sent a verification message via text or email - to ensure your details are protected by our security measures.
You're all set. Click below to login with your Client ID and password.
There is a range of new features to make the portal easier to use, including improved readability and better responsive design, so the portal will work as efficiently on your mobile as on your desktop.
We also have helpful features such as information icons throughout the portal to click on for help when you need it and the option to start an online chat with the customer services team.
MORE RECENT DATA
The technology upgrade that we carried out last year means we can now provide real-time data for KiwiSaver, Superannuation and mySTART portfolios. This means the data you see on the portal is correct at the time you visit. We are working on getting this for our other portfolio types.
UPDATED PORTAL DASHBOARD
It is even easier to keep track of your selected portfolios with the simpler portal dashboard.
Just click the box next to the account name to select or unselect a portfolio. This will update the total at the top of the page, the asset details and the value over time information.
VALUE OVER TIME
We listened to your feedback and have included a value over time chart that updates according to the portfolios you select at the top of the dashboard page. This is to give you a better overview of how your selected portfolios are tracking over your selected timeframe.
CONTRIBUTIONS & WITHDRAWALS
The contributions and withdrawals chart shows you any contributions and withdrawals in NZD for the portfolios you select at the top of the dashboard page during the chosen time frame. It helps to interpret some of the changes in the value over time of your portfolios.
PORTFOLIO SUMMARY & NEW PAGES
Each of your portfolios has a page of information and features specific to that portfolio, including your holdings. This is to give a quick overview, you can still access more detailed information in the Reports section.
If you have access to a KiwiSaver, Superannuation or mySTART portfolio, it is easier than ever to keep up-to-date with these portfolios. You can view your holdings, direct debits, orders, order history and investment direction. You can access these pages from the Quick Links on the dashboard, or in the menu under portfolio summary.