How do I do this?

You can add funds to a new portfolio alongside your existing portfolio(s) or choose to add funds to a specific portfolio online.

Log on and go to My Account > 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 Conservative Portfolio already and want to add a new $10,000 investment into a Balanced 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 High Growth portfolio but only want to add $5,000 to the High Growth.

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