Once you have made the decision to establish an account with PortfolioGuardian, simply complete our Online Application Form or print our Client Information Pack and follow these steps:

 

Step 1: Application Forms

Complete the enclosed application form

If you need any assistance with any aspect of the application form, simply call our Client Service Team on 1300 722 942.

 

Step 2: Send it to us

Fax the application form to us on 08 8221 6552 or post the application form to:

PortfolioGuardian
Reply Paid 2507
ADELAIDE SA 5001

Once the applications form is received we will initiate action.

 

Step 3: PortfolioGuardian welcomes you

You will be contacted to formalise the agreement, receiving a ‘welcome pack’ from PortfolioGuardian and notified once all procedures are completed.

You will then be issued with your secure Username and Password to access your reports via our website.

Investment administration and reporting!