We have launched a new online portal for Perpetual Private wrap clients to improve the way you view and manage your portfolio.
Features of the new portal
- Now compatible with tablet devices
- Have complete visibility of your account
- View portfolio balances, cash and investment transactions in the one place
- Download investment and transaction reports in Excel or printable formats
- Access real time market data information
- Create a personalised watch list
View the video above to learn how to get the most out of the new portal or read the user guide.
How to access detailed reports
You can continue to access detailed and group reports via the ‘detailed reporting’ option under ‘view portfolio’.
Having trouble logging in?
If you’re having trouble logging into the portal or have forgotten your password please contact your Perpetual adviser who will be able to assist.