InvestSMART Group

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If you have an InvestSMART PMA, you can manage everything via the <a href="https://www.investsmart.com.au/investments" rel="nofollow noopener noreferrer" target="_blank">online platform</a>.

<code>Above: Screenshot of the online platform </code>

If you are already invested, view your PMA <a href="https://www.investsmart.com.au/investments" rel="nofollow noopener noreferrer" target="_blank">here</a>.

<a href="https://www.investsmart.com.au/investments" rel="nofollow noopener noreferrer" target="_blank">Investment Summary</a>

<a href="https://www.investsmart.com.au/investments/currentholdings" rel="nofollow noopener noreferrer" target="_blank">Current Holdings</a>

<a href="https://www.investsmart.com.au/investments/transactions" rel="nofollow noopener noreferrer" target="_blank">Transactions</a>

<a href="https://www.investsmart.com.au/investments/dividends-interest" rel="nofollow noopener noreferrer" target="_blank">Dividends &amp; Interest</a>

<a href="https://www.investsmart.com.au/investments/deposits-withdrawls" rel="nofollow noopener noreferrer" target="_blank">Deposits &amp; Withdrawals</a>

<a href="https://www.investsmart.com.au/investments/fees" rel="nofollow noopener noreferrer" target="_blank">InvestSMART Fees </a>

- <a href="https://www.investsmart.com.au/investments" rel="nofollow noopener noreferrer" target="_blank">Investment Summary</a>
- <a href="https://www.investsmart.com.au/investments/currentholdings" rel="nofollow noopener noreferrer" target="_blank">Current Holdings</a>
- <a href="https://www.investsmart.com.au/investments/transactions" rel="nofollow noopener noreferrer" target="_blank">Transactions</a>
- <a href="https://www.investsmart.com.au/investments/dividends-interest" rel="nofollow noopener noreferrer" target="_blank">Dividends &amp; Interest</a>
- <a href="https://www.investsmart.com.au/investments/deposits-withdrawls" rel="nofollow noopener noreferrer" target="_blank">Deposits &amp; Withdrawals</a>
- <a href="https://www.investsmart.com.au/investments/fees" rel="nofollow noopener noreferrer" target="_blank">InvestSMART Fees </a>

<a href="https://www.investsmart.com.au/investments/portfolio-allocation" rel="nofollow noopener noreferrer" target="_blank">Change/Modify your portfolio allocations</a>

<a href="https://www.investsmart.com.au/investments/portfolio-allocation/add-funds" rel="nofollow noopener noreferrer" target="_blank">Add funds</a>

<a href="https://www.investsmart.com.au/investments/investment-preferences" rel="nofollow noopener noreferrer" target="_blank">View or change Investment Preferences including:</a>

- Bank Account Details
- Regular Contribution Plan
- Income Sweep
- Regular Withdrawal Plan

<a href="https://www.investsmart.com.au/investments/withdrawal-request" rel="nofollow noopener noreferrer" target="_blank">Make a withdrawal</a>

<a href="https://www.investsmart.com.au/investments/request-history" rel="nofollow noopener noreferrer" target="_blank">See a history of your requests</a>

- <a href="https://www.investsmart.com.au/investments/portfolio-allocation" rel="nofollow noopener noreferrer" target="_blank">Change/Modify your portfolio allocations</a>
- <a href="https://www.investsmart.com.au/investments/portfolio-allocation/add-funds" rel="nofollow noopener noreferrer" target="_blank">Add funds</a>
- <a href="https://www.investsmart.com.au/investments/investment-preferences" rel="nofollow noopener noreferrer" target="_blank">View or change Investment Preferences including:</a>
 - Bank Account Details
 - Regular Contribution Plan
 - Income Sweep
 - Regular Withdrawal Plan
- <a href="https://www.investsmart.com.au/investments/withdrawal-request" rel="nofollow noopener noreferrer" target="_blank">Make a withdrawal</a>
- <a href="https://www.investsmart.com.au/investments/request-history" rel="nofollow noopener noreferrer" target="_blank">See a history of your requests</a>

See <a href="http://help.investsmart.com.au/en/articles/3969676-how-can-i-add-funds-to-my-investments">How can I add funds to my investments?</a>

The below video provides a tour of the client login:

Where can I see or monitor my PMA investment portfolio and their value? Tour of InvestSMART site.

How do I view or manage investments held in my Professionally Managed Account (PMA)?

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How do I view or manage investments held in my Professionally Managed Account (PMA)?

Adding Funds?

Tour of the InvestSMART website