To ensure your access remains secure, it’s important to have up to date contact details. We’ll also need these if we need to contact you.
To ensure your access remains secure, it’s important to have up to date contact details. We’ll also need these if we need to contact you.
To check if your details are up to date:
On the My profile page, you can view the following details:
Mobile phone number updates can only be made over the phone. Please call us if your number is not up to date.
For all other contact detail changes, please let us know via live chat.
If your bank details change, you can update them to ensure that your fees and commissions are paid to the correct account. Please note that any change to your bank account details will be applied licence-wide and will affect all advisers under that dealer. You can’t update details for one specific adviser.
To update the bank details, you’ll need to provide us with the new bank details on the dealer letterhead. This must confirm the new banking details and be signed by two directors of the dealer.
This letter can be emailed to service@wrapinvest.com.au.
You can change your password from My security or via the log in page.
To change your password from My security:
Your Access Code is an 8-digit number you need to log in to Adviser Online. If you don't know it or have forgotten it, you can retrieve it via the Adviser Online log in page.
If the details match what we have on file for you, you’ll receive an email with your Access Code.
You can log in any time with your retrieved Access Code using your current password. If you’ve forgotten your password, you can reset it by following the steps above.
Within your profile drop down, there is the ability to view your access details. The My access page displays the access details of the Access Code that has logged in as well as details about those adviser and dealer codes and who else has access.
Depending on the access level of the Access Code logged in, either a dealer Access Code or an adviser Access Code, the user can view the access details of the associated dealer codes and adviser codes.
For more information on how to update or remove access to an adviser code, see Adviser Online new registrations and access levels.
If you have any feedback on this article or need
additional support, please contact us via live chat
or email service@wrapinvest.com.au.