GET YOUR REPORTS ON OUR ONLINE CLIENT PORTAL

HOW TO START USING THE CLIENT PORTAL

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1. CLIENT ID

You need your Client ID to login to the client portal. Forgotten your Client ID? Click the link below.


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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.


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3. VERIFY

You will be sent a verification message via text or email - to ensure your details are protected by our security measures.


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4. LOGIN

You're all set. Click below to login with your Client ID and password.

Portfolio summary information and chat

IMPROVED FEATURES

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.

portal dashboard & asset details

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.

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value over time

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.

returns over time

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.

IF YOU STILL HAVE QUESTIONS

Envelope

clientservices@craigsip.com

(Mon-Fri 7am-6pm)


Phone

0800 878 278

(Mon-Fri 7am-6pm)


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