Client Portal access and navigation

An Access Code is an eight-digit number that lets you log into the Client Portal. To retrieve their Access Code, your client can:

1. Go to the Client Portal and select Log in
2. Click Trouble logging in?
3. Select Forgotten your Access Code
4. Enter their last name, date of birth and registered email address. Select Submit.
5. If the details are correct, they’ll receive an email with their Access Code.
   

They can also reset their password: 

1. Go to the Client Portal and select Log in
2. Click Trouble logging in?
3. Select Forgotten your password
4. Enter their Access Code and mobile number. Select Submit.
5. They’ll receive a one-time SMS code. Enter the code.
6. Create a new password.

If they still can’t log in then they can call us on 1800 893 141, Monday to Friday 8am to 7pm (Sydney time).

Your client can view their account balances on the home page once they’ve logged in to the Client Portal.

Your Investment Service (IDPS) clients can also manage their transactions through the Client Portal. 

How can my investment clients make a payment from their bank account using funds transfer or BPAY? 

1. Log in to the relevant Client Portal for their product
2. Select the dollar sign icon from the side menu; or first click on the menu icon in top left-hand corner to display the side menu
3. Select Make a payment
4. Select the account the payment should come from
5. Select the payee (EFT) or biller (BPAY^®) or PayID from your payee list, or add a new payee or biller
6. Enter the amount and an optional Payment description for the payee e.g. Reference number
7. Check the payment date. Select to pay Now or Later or if you’d like to set a recurring payment
8. Select Next
9. Include payment details like notes, attachments and categorisation. These are optional and won’t be visible to the payee
10. Select Review payment
11. Check all details are correct and select Confirm transfer
12. You can optionally print a receipt of the transaction via the Print icon in the top right corner of the screen.

Some payments require validation via two-step authentication. 

It’s important to ensure the BSB and account number are correct. The account name is not used for processing payments and we do not match the account name against the account number you provide. Entering incorrect details may mean the wrong account is credited and it may not be possible to recover the funds. 

The dashboard offers your clients a snapshot of their finances as well as providing tools for budgeting and cashflow management.  

® Registered to BPAY Pty Ltd ABN 69 079 137 518