Portfolio online

Click here to login to Portfolio Online

Portfolio Online provides allows you to manage the following products:
  • IOOF MultiMix
  • IOOF Portfolio Service
  • IOOF Pursuit
  • IOOF WealthBuilder LifeTrack

Portfolio Online is IOOF’s web-based portfolio management tool for advisers, investors and employers who hold IOOF products. You can access a range of financial tools and reports to make the management of portfolios and funds easier.

Portfolio Online provides transacting capability and a range of information including:

  • Online Switching - allows switching between investment options online (for advisers, corporate and employer superannuation members only)
  • Portfolio summary - view the value of each investment option and the total value of the portfolio
  • Account transactions - view all transactions including deposits/contributions, payments/withdrawals and investment earnings. These are updated daily with the latest unit holdings and current unit prices
  • Account information - view insurance, superannuation and pension details as well as information about regular savings and withdrawal plans
  • Reports–a huge range of reports are available. Some of the most popular include portfolio history, transaction details, asset allocation and account performance.

Other online portals

For other products click on the links below: