Access Adviser Online resources

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. You can find information about these margin lenders via the Investment Menu.

You can find the Investment Menu via Adviser Online by logging in and clicking Investment menu on the top-right hand corner of the home page.

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 available on Adviser Tools.