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How Do I View and Manage My Investments?
Use NetBank to review your portfolio and speak to our investment team about your options.
Open your portfolio
After logging in, find My Investment Summary and choose the portfolio you want to review.
What can I see?
Portfolio Summary shows total value and unrealised profit or loss. Account Info, Cash Balance and Asset Allocation show your account details, linked cash accounts and investment mix.
Holdings, orders and reports
In Portfolio Details, review Holdings, Transactions, Orders and Account Activity. Search by keyword or time period where available. Reports include holdings, account activity, transaction and order-history statements; download or print the relevant records.
Create a watchlist
Search for an instrument in View Watchlist, open it and select the star. Your watchlist then appears on the login screen.
Which service is right for me?
With discretionary management, a professional manages investment decisions. Advisory services provide recommendations while you decide. Execution-only is for experienced investors making decisions without advice.
Understand the risks
Investments and income can fall as well as rise; you may get back less than you invested. Past performance does not guarantee future results. Discuss suitability with our team.
Related documents
PDF user guide
Investments User Guide
Fee schedule · PDF
Investments and safe custody
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