Investors can view their accounts online via a secure web portal. After registering, you can access your account balances, periodical statements, tax statements, transaction histories and distribution statements / details.
Advisers will also have access to view their clients’ accounts online via the secure web portal.
Use BPAY to top up Pendal investments online.
Requires BPAY biller code and your unique Customer Reference Number (CRN).
Once registered, complete an Investor Portal Access form to transact online:
Pendal investors: Please call our registry provider Apex on 1300 346 821
Advisers: Please call Apex on 1300 346 825
Hours: 8.30am to 5.30pm (AEST), Monday to Friday