The following is what to expect if you are a new client or have recently requested to have your investment account set up with website access.
After completing the relevant forms with your Investment Adviser, a Forsyth Barr website account will be set up with your provided email.
You will receive an email from Forsyth Barr Investment Services
(email@example.com) with the subject: Confirm your new account
Please click the blue "Validate Email" button.
This will take you to the website and ask you to set a unique password.
You will now be able to log in with your email and set a password.
Example of the email:
It may take a few days to set you up as a Forsyth Barr client before you receive an email for your web account set up.
Your password will need to be the minimum of 8 characters long and include, at least, one number and capital letter.
If you have any issues getting set up for the first time please contact us: firstname.lastname@example.org