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October 30, 2023. myPerpetual is now accessible with limited functionality. Currently, myPerpetual does not support online transactions. Full access remains impacted by the IT security incident and we are continuing to work on restoring functionality.
This page provides information for clients seeking to information on what they can do in myPerpetual.
Below is a list of current functionality available in myPerpetual. This list will be updated as we progress with the work to restore all functionality.
This includes restoring adviser access, updating all account details, access to all statements, transactions and managing plans. Clients who require a transaction can use the interim process. As access to statements is available in myPerpetual, the myStatements portal will be closed in the coming weeks.
The list of functionality available includes:
* Due to security needs, clients who have forgotten passwords will need to contact Perpetual Client Services for assistance.
Use your existing Client ID and Passwords to login - these were not affected in the security incident. The first time you access myPerpetual, you will be required to change your password to continue.
If you require assistance with password and access, contact Perpetual Client Services on 1800 022 033.
Download the How to Login document
Currently, myPerpetual does not support online transactions. We will continue to restore more functionality and access over the coming weeks, and encourage you to check back soon.
Until full functionality is restored, please visit this page or contact Perpetual Client Services on 1800 022 033 for information on making a transaction on your account.
Information about investments is in real time. Transactions that have not been processed are in pending status waiting on the applicable price for your selected fund(s). 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 received 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 and your transaction(s) will appear in priced status in 3-5 business days. However, your request will be processed using the unit price which applied on the day we actually received your request.
myPerpetual uses cookies to keep track of your session, login status and remembering information like your name and email address. Cookies are not programs that damage files on your PC. 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. You can access the Settings in your internet browser to limit the use of cookies or to withdraw your consent by clearing or blocking cookies.
If you experience loading or formatting issues on myPerpetual, you can try clearing your browser cache which may resolve the issue. The cache is a tool used by your internet browser to speed up the page loading process. However, it can cause problems when there's an update or new functionalities released on the portal. The shortcut to clear cache on most browsers is to press Ctrl + Shift + Delete simultaneously on the keyboard while in your brower. This will open the appropriate window in the Settings with the option to clear cached images and files.
Download Investor FAQs
Below is a list of current functionality available in myPerpetual. This list will be updated as we progress with the work to restore additional functionality.
Advisers who require to transact on your clients’ behalf can use the interim process. As access to statements is available in myPerpetual, the myStatements portal will be closed in the coming weeks.
The list of functionality available includes:
* Due to security needs, advisers who have forgotten passwords or experiencing issues with the security PIN will need to contact Perpetual Client Services for assistance on 1800 062 725.
Use your existing Adviser ID, password and one-time security PINto login. - these were not affected in the security incident. The first time you access myPerpetual, you will be required to change your password to continue.
If you require assistance with password and access, contact Perpetual Client Services on 1800 062 725.
Download the How to Login document
Download Adviser registration and myPerpetual delegate access
Download Adviser FAQs
Download the myPerpetual Dealer Group Report specifications.
Dealer Group Adviser Fee reports are now available in myPerpetual.
Dealer Groups are able to access myPerpetual, including access to current and historical Dealer Group Adviser Fee reports. These are now available in myPerpetual.
If you require any assistance, please contact Perpetual Client Services on 1800 062 725
Your online account access portal may have specific Terms & Conditions, accessible from the login page. View Perpetual website Terms & Conditions. View myPerpetual website Terms & Conditions.
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