ClientView: online access to your portfolio
You can use ClientView to check your portfolio details via the internet. The information available on ClientView includes:- transactions conducted since opening your portfolio
- your portfolio balance and the latest available market value of your investments details of income you have received from your investments and your CMA details of the expenses incurred on your portfolio
- your individual portfolio details
- your realised and unrealised gains and losses
- additional information about managed investments, and
- ASX market information.
Online reports are generally updated daily with data as at the close of the previous Business Day. Unless you advise otherwise, we will automatically issue you with an access code and password to access ClientView at the time you establish your portfolio.
