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The Summit platform offers a secure, internet-based, information service for clients to monitor their portfolios. Online Member Access is available 24 hours a day, 7 days a week allowing you to keep track of your investment portfolio.
A number of Online Member Access features are available, including:
- account details;
- portfolio valuation details;
- transactions details;
- asset allocation details;
- centrelink pension schedule
- pending transaction details;
- your financial adviser’s contact details; and
- a number of additional reporting details depending on the product type you have selected.
Click here for demonstrations of these Online Member Access features.
 | Member Services |
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