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How do I add a new portfolio?

Everything you need to know about adding funds to a new model portfolio, or contributing in a targeted manner for your PMA

Tom Wilson avatar
Written by Tom Wilson
Updated over 8 months ago

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How do I do this?

You can add funds to a new single asset class portfolio alongside your existing portfolio(s) or choose to add funds to a specific portfolio online but please note you can only hold one diversified portfolio per account.
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If you wish to hold multiple diversified portfolios you will need to open multiple accounts.

Go to Portfolio Actions > Add funds.

  • Select 'Add Funds'

  • Enter Contribution Amount by Dollar Figure ($)

  • Provide New Allocation Breakdown by Percentage (%) and then select Next

  • Select Verify to receive a Code via Email or SMS

  • Enter Code to Complete Verification

You'll be shown and emailed your BPAY details so you can make the funding payment.

If you change your mind and haven't sent funds, you can cancel the request. This will allow you to start a new request.

Examples of each contribution type

Adding a new Model Portfolio(s) to your PMA

You have $10,000 in the Growth Portfolio already and want to add a new $10,000 investment into the International Equities Portfolio.

Contributing to a specific Model Portfolio(s) within your existing PMA.

You have invested $10,000 in the Growth and $10,000 in the International Equities Portfolio but only want to add $5,000 to the Growth.

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