Portfolio Login Help

Clients can access their portfolio online by clicking on the Portfolio Login link located on the top right of the page. 

This instructional video by Leeza Yilmaz, Operations Manager provides step-by-step instructions on how to login and navigate your portfolio information.

If you have any questions, please contact Leeza Yilmaz or your adviser on (02) 9239 9333 or (03) 8793 8383.