Your clients will be able to view their statements online once issued. The statement cycles varies for each product.
Your clients will be able to view their statements online once issued. The statement cycles varies for each product.
Your clients can access their annual statements for their Wrap Investment accounts online.
IDPS annual statements are available within 30 days of the end of the financial year.
Your clients can access their annual statement for their super and pension accounts online.
As an adviser, you can view and download your client’s statements through Adviser Online. However, you won’t be able to change their statement preferences.
Clients will receive an exit statement when they close their super or pension account. You can view a copy of the exit statement and accompanying rollover benefit statement in Adviser Online by following the steps under View client correspondence.
Tax reports are also only available online, unless the account is closed. Closed accounts will receive a mailed tax statement.
Our products have been designed to ensure you can access account information securely, quickly and conveniently online. Adviser Online makes it easy to run account reports at any time, which is why we'll no longer produce quarterly IDPS statements.
Alternatively, you can run account reporting in Adviser Online or the Client Portal including the Portfolio Review Report, Portfolio Summary Report, Cash Transactions Report or the Fee Statement. A ‘quarterly pack’ template is also available under Report Builder in Adviser Online.
As part of our ongoing digitisation, our default delivery method for all IDPS annual statements will be online.
Quarterly statements will no longer be available from August 2024. Clients who are invested in the below products can opt back into quarterly IDPS statements by emailing service@wrapinvest.com.au before Saturday 31 August 2024.
Your clients can choose to stop receiving a paper copy of their statements by sending an email to service@wrapinvest.com.au with their Wrap account number and the instruction, “I/We wish to opt-out of receiving hard copy statements.”
Any change to the method or frequency of statement delivery will take place on the first day of the next statement cycle.
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or email service@wrapinvest.com.au.