Once you have made the decision to establish an account with PortfolioGuardian, simply complete our Application Form and follow these steps:


Step 1: Application Forms

Investment Administration & Reporting Application Form 
PAF & PuAF Services 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:

Reply Paid 2507

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