myPerpetual Access

How myPerpetual Works

Q. What are cookies and why do I need them?
Q. Why does my login timeout?
Q. What features does myPerpetual offer?
Q. Can I view a joint account online?
Q. How often is the data in the account access area updated? 
Q. Why can't I access and view one of my investments? 
Q. What is my Client ID?
Q. How do I change my online password?
Q. How do I obtain a new password if I have lost or forgotten it?

Switching Between Investments

Q. What is the Switch Investments function?
Q. How do I switch my investments online?
Q. Is there a fee to switch investments online?
Q. Once I have sent a request to Switch Investments online, how long will it take to process this request?
Q. How do I authorise online transactions for my joint, company or trust account?

How myPerpetual Works

Q. What are cookies and why do I need them?

Other functions of cookies include automatically keeping track of your login status and remembering information like your name and email address. Cookies are not programs that damage files on your PC. myPerpetual uses cookies to keep track of your session.

We do not specifically save any information about a client in a cookie. This means you can use the account access area site from 'public' computers (like Internet Cafes) without having to worry about your Client ID and password remaining on the computer as a cookie.

If you choose to disable cookies you will not be able to access your accounts online.

Some users can enable a feature in their browser to alert them when they are sent a cookie. The following instructions will disable this feature if you are using either the Firefox browser or Microsoft Internet Explorer browser. For Microsoft Internet Explorer, select Options (or Internet Options) from the View pull-down menu. Now, select the Advanced tab. Locate the Cookies entry in the Security section. Uncheck the option titled Prompt before accepting cookies. Lastly, click the OK button.

For Firefox, select Preferences from the Edit pull-down menu. Now, click on the Advanced category. Uncheck the entry titled Warn me before accepting a cookie. Lastly, click on the OK button.

Q. Why does my login timeout?

A. If you are logged into myPerpetual and your session is inactive (for instance if you leave your session open accidentally), your session will be automatically closed after 10 minutes of inactivity.

If you visit other websites and return to your Online Account Access session within 10 minutes you should not have to log in again.

Q. What features does myPerpetual offer?

A. myPerpetual allows you to:

  • view your account balances via our smart dashboard in real time(excluding Perpetual Wrap)
  • view recent transactions such as investments, withdrawals, distributions and transfers for all your accounts
  • view ETP and preservation components
  • view insurance details
  • Transact online

Q. Can I view a joint account online?

A. You can view all accounts that are linked to your Client ID.

Q. How often is the data in the account access area updated?

A. Information about investments is in real time. Transactions that have not been processed will not appear. In most cases transactions are processed at the unit price applying on the day we receive them or at the unit price applying on the following day if we receive your request after 3pm Sydney time (see a fund's offer document for more information).

Occasionally, there may be a delay in processing your request, which means that your transaction will not appear in the account access area for several days. However, your request will be processed using the unit price which applied on the day we actually received your request.

Q. Why can't I access and view one of my investments?

A. If you cannot access and view a particular account you may not have requested access to it, or if you did request access you may not be authorised to access and view information for the account. If you did not include an account on your initial application form you will need to complete the registration form again, listing the accounts you wish to add. 

If you request to view an account and we cannot determine that you are authorised to access the account, we will contact you and request further information.

Q. What is my Client ID?

Your Client ID is your allows you to login to view your accounts online. You can find this on any statement or letter we have sent to you.

Q. How do I change my online password? 

A. You can change your online password once you have logged into myPerpetual, using the update details page.

Q. How do I obtain a new password if I have lost or forgotten it?

A. If you have a registered email address on file you can update your password using the reset password button on the login page alternatively you can obtain a temporary password by contacting us on 1800 001 575 (Australia) or 0800 443 879 (New Zealand) Monday to Friday between 8:30 am and 6pm (Sydney )

Q. What happens if I lose or forget my Client ID?

A. If you forget your Investor or Adviser ID you should contact Online Assistance on 1800 001 575 (Australia) or 0800 443 879 (New Zealand) Monday to Friday between 8.30am and 6pm (Sydney time). Once you have verified your identity we will tell you your Client ID. 

Switching Between Investments

Q. What is the Switch Investments function?

A. The Switch Investments function enables you to switch your investments online between available investment options within a product. The switch function is accessible via the transact and maintain menu. It is easy to use,with automatic prompts taking you through each step and confirming your instructions. It will display your current investment option balances within a product, and allow you to select the amounts you wish to transfer in either dollar amounts or percentages. 

Q. How do I switch my investments online?

A. You can switch your investments online by selecting the Switch Investments option in the Transact and maintain menu in myPerpetual. From there you select which investment options you are switching out of, you will then need to add the investment options you will be switching in to, these amounts need to match. Note, any transactions in percentages need to equal 100%.

You will then be prompted if you would like to update your investment strategy, if you are doing a full dollar amount or 100% switch out you will have to update your strategy. This does not apply for the Perpetual Wholesale Funds product, further information about this is located in your PDS.If you need further assistance, contact us on 1800 001 575.


Q. Is there a fee to switch investments online? 

A. Switching investments online incurs the same fees and charges that apply for switching investments by other means. Please refer to the relevant product disclosure statement.

Q. Once I have sent a request to Switch Investments online, how long will it take to process this request?

A. Successfully completed Switch requests will be processed within 3-5 business days. For all available products (except Select): if your completed online switch request is received and accepted by Perpetual by 3.00 pm (Sydney time) on any business day, your transaction will be processed using that day’s exit and entry prices. Switching applications received and accepted after 3.00pm on any business day will be processed using the exit and entry prices applicable on the next business day.

For Select products: if your completed online switch request is received and accepted by Perpetual by 3.00 pm (Sydney time) on any Wednesday, your transaction will be processed using that Wednesday's exit and entry prices. If a public holiday or bank holiday in Sydney falls on a Wednesday, your investment switch will be processed using the next available unit price. Switching applications received and accepted after 3.00pm on any Wednesday will be processed using the exit and entry prices applicable on the following Wednesday.

Please refer to the current Product Disclosure Statement for the latest details on investment switches for your product.

For Select products: if your completed online switch request is received and accepted by Perpetual by 3.00 pm (Sydney time) on any Wednesday, your transaction will be processed using that Wednesday's exit and entry prices. If a public holiday or bank holiday in Sydney falls on a Wednesday, your investment switch will be processed using the next available unit price. Switching applications received and accepted after 3.00pm on any Wednesday will be processed using the exit and entry prices applicable on the following Wednesday.

Please refer to the current Product Disclosure Statement for the latest details on investment switches for your product.

Q. How do I authorise online transactions for my joint, company or trust account?

A. If you would like to authorise online transactions for your joint, company or trust account, please arrange for all signatories to sign the letter of authority that is available on the Switch Investments page.