Web Account Information

Viewing your Forsyth Barr investment account online

16 articles in this collection
Written by Support

Logging in and out

How to set up your website account

Logging in for the first time

Written by Support
Updated over a week ago

How to login to your online account

Log-in to your online account to view your investment account(s)

Written by Support
Updated over a week ago

How to log out

How to log out of your web account

Written by Support
Updated over a week ago

How to reset your password

If you are having trouble logging in or have forgotten your password.

Written by Support
Updated over a week ago

Troubleshooting Login Issues

Written by Support
Updated over a week ago

Personal account details

How to update your details

Updating your password and(or) web account name

Written by Support
Updated over a week ago

How to update your email address

Updating your username email address

Written by Support
Updated over a week ago

How to find your adviser's contact details

Where to find the email and phone number of your Investment Adviser

Written by Support
Updated over a week ago

Viewing your investment account

Managed Fund Advisory Service (MFAS)

How to navigate your website account

Written by Support
Updated over a week ago

How to connect your investment account online

How to link your investment account(s) to your website profile

Written by Support
Updated over a week ago

How to register for an account

Registering for a client online account.

Written by Support
Updated over a week ago

How to remove an account

Remove a linked investment account from your web account

Written by Support
Updated over a week ago

Reports

How to find reports

Finding Annual Income and Quarterly Reports for your account.

Written by Support
Updated over a week ago

How to open reports

Allowing "Pop-ups" to view Quarterly reports

Written by Support
Updated over a week ago

Other

Is my account data in real-time?

Information on when your account data is updated

Written by Support
Updated over a week ago

Keeping your account information safe

Security of your personal information is very important to us.

Written by Support
Updated over a week ago