Bennelong’s adviser portal allows you to view your clients’ investments in one place* – including account balances, transaction history and past statements.
If you are an adviser with investments in a Bennelong fund and haven’t yet received an activation email, contact client.experience@bennelongfunds.com or call 1800 895 388 (AU) or 0800 442 304 (NZ).
The portal is currently available to advisers only. Your clients will receive access at a later date.
*Excludes investments in the Bennelong Kardinia Absolute Return Fund, Bennelong Market Neutral Fund and Bennelong Long Short Equity Fund.
Need help?
Below is some information about how to access the portal. For more detail, visit our portal FAQs page.
If you need any assistance, contact our Client Experience team at client.experience@bennelongfunds.com or 1800 895 388 (Australia) | 0800 442 304 (New Zealand).
Who can access the portal?
To be activated on the portal, you must have clients in a relevant Bennelong fund where you are appointed as the adviser. (Note this does not include investments in the Bennelong Kardinia Absolute Return Fund, Bennelong Market Neutral Fund or Bennelong Long Short Equity Fund.)
If you are an adviser with investments in a Bennelong fund and haven’t yet received an activation email, contact our Client Experience team.
Adviser support staff can be granted their own login details to view client accounts for one or more advisers. To arrange this, contact our Client Experience team.
Your clients will receive access to the portal at a later date.
How do I access the portal?
You can log in to the portal via the login page.
To be granted access to the portal you’ll need a unique email address and a mobile number, as two-factor authentication is required for security purposes. In addition to your username and password, each time you log in to the portal a unique one-time PIN will be sent to your mobile.
Once your account has been set up, you will receive two emails from client.experience@bennelongfunds.com. One will contain your username, and the other will contain a temporary password. Click the link in the email to log into the portal and follow the prompts to set up a new password.
Your password must:
- Be a minimum of eight characters
- Contain at least one capital letter
- Contain at least one number
- Contain at least one special character, i.e. !@#$%^&*
