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How to link an additional investment account to your web account
How to link an additional investment account to your web account

Linking additional account(s) to your online account

Updated over 2 weeks ago

1. Click on the Request An Account Link button under your account balance

2. A pop up menu will appear. Enter your account number

3. Click Send Request

Please note: this process can take up to two working days as our Client Services team need to validate and authorise your web access on the account.

4. When an account has been successfully linked, you will receive a message like the one below:

Please contact us at: website@forsythbarr.co.nz, if you are experiencing issues or need further assistance.

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