Your list of investments

Download your saved investments list to help you find them when in your online account. Remember, once in your online account you'll need to search for your investments by referencing either the fund name or ISIN number, both of which can be found on your list.

Next steps:

1. Find your list in your downloads folder.
   Can’t find your list? Download again
2. Create an online account or login to an existing one.
3. Once inside your online account use your list to quickly seach for your investments

Please note, saving the investments to your list will not carry them through automatically to your account once registered. You will need to reference the name of the fund or the funds ISIN number under the 'Search investment' tab once you are logged in. 

You will now be able to find your list of saved investments in your downloads folder. You will need to keep this list to help you find your investments when in your online account. You can find your investments by either searching for the fund name or referencing the ISIN number, both of which can be found on your list.

Can’t find your list? Download again