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Welcome to Vantage Support
We’re here to help you get the most from Vantage, your secure client portal.
Vantage allows you to access important documents and respond to information requests quickly and securely.
Getting started
What you can do in Vantage
With Vantage, you can:
- Access important documents shared by your adviser or trust manager
- Securely upload documents to share with your adviser or trust manager (Important: You must not upload copies of your ID or documents where your Tax File Number is visible)
- Digitally complete forms relevant to your wealth management journey
- Additional features will be available in future releases
Accessing your account
Account activation (first time login):
If you are accessing Vantage for the first time, follow the account activation steps outlined in your welcome email. You will need to complete this account activation through a web browser.
To access Vantage:
- Open the Vantage app or navigate to the login page on your web browser
- Enter your username and password
- Complete the multi-factor security steps
System requirements
Vantage supports:
- iOS and Android mobile devices
- Modern web browsers (such as Chrome, Safari, Edge)
Download the app
- App Store (iOS)
- Google Play (Android)
Choose your region
Choose your location
Australia and New Zealand
The information on this website is intended for Australian residents or citizens who are currently located in Australia, or where expressly indicated, New Zealand residents or citizens who are currently located in New Zealand only, and should not be relied on by residents or citizens of any other jurisdiction. By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Americas
Please read this information carefully as it governs your use of this website. Except as otherwise indicated, the contents of this website and the products and services are intended for persons residing in the United States, and the information on this website is only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. Persons in such jurisdictions must not use this website. By clicking the “Proceed” button below, you are agreeing to these terms.
Singapore
Please read this information carefully as it governs your use of this website. The contents of this website and the products and services mentioned are intended for persons residing in Singapore, and the information on this website if only for such persons. This website is not directed to any person in any jurisdiction where its publication or availability is prohibited. By clicking the “Proceed” button below, you are agreeing to these terms.
United Kingdom
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.
Europe
This information and the terms of use are subject to change at any time without notice. The contents of this website are intended for residents and citizens of the United Kingdom, and the European Union, and should not be relied on by residents or citizens of other jurisdictions. All investment products and services referenced in this website are managed and offered by either JOHCM or its affiliates within the Perpetual Limited group of companies ("Perpetual Affiliates"). By clicking the “Proceed” button below, you are agreeing to the Terms & Conditions of use.