With Adviser Online becoming our primary adviser portal, we’ve removed the Resources section from Wrap Online. This information is now available in Adviser Online so please log into Adviser Online to access this content.
This article explains what information you can find as part of our Adviser Online resources, and where you can find this information in Adviser Online.
Through Adviser Online you can access:
The Fund Comparison report has been renamed to ‘Managed Investment Information’. This report helps you find, research, and compare funds for your clients.
Once you’re logged into Adviser Online, hover over Tools and click on Managed Investment Information.
Market information gives you access to a variety of pricing information for listed companies as well as market depth, market indices charts and equity research reports. To access, log in to Adviser Online and hover over Tools, then click Market data.
You can still access the Market information via the quick links tab on the Wrap Online homepage if you need.
There are a number of margin lenders available to use through our investment service. Get more information about margin lenders.
You can access all our forms in Adviser Online. Once you’re logged into Adviser Online hover over Tools and click on Forms.
You can find investment limits for each asset in the super and pension investment menu. Once you’re logged into Adviser Online click on the Investment menu button on the right-hand side of the home page.
Wholesale fund information helps you to confirm indicative turnaround time frames for applications and redemptions of unlisted managed funds and Separately Managed Accounts (SMAs), download offer documents and access fund manager commentaries.
Please note, wholesale fund information will still be available in Wrap Online via the homepage.
Wholesale fund information has moved to the homepage of Wrap Online. Once you’ve navigated to Wrap Online via Adviser Online, go to the Quick Links section of the home page and click on the Quick Links dropdown, then click on Wholesale fund information.
Chat in real-time with an adviser consultant Monday to Friday, 8am to 7pm Sydney time (excluding public holidays).
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