Adviser Online Portal

If you are registering an account for the first time, these are the steps to follow. If you have already registered an account, you can skip to Login and MFA Setup.

First, you need to create an account. Enter your ASIC details and search.

Complete the required fields and click ‘Next’.

Enter your password, confirm your password, accept the terms and conditions and complete.

Now you can create a password with the following requirements:

• At least 10 and no more than 32 characters
• At least one upper case character
• At least one lower case character
• At least one digit
• At least one special character
• Cannot match your last 10 passwords.

Once complete, read and accept the Terms & Conditions and click “Complete”

From here, you will receive an email with your user ID and a link to confirm your email.

Check your “Junk” or “Updates” folder as the email may be automatically filtered by your email provider:

Navigate back to the home page, and Log in with your ID and Password:

If you have not set up multi-factor authentication (MFA) before, you will be asked to enrol now.

Only one MFA option is required, however you may choose to enrol in multiple if you wish.

You can choose from Okta Verify (Recommended), Google Authenticator, or Phone by selecting the setup button under your preferred MFA method.

*Please be advised that you will have to download the Okta Verify or Google Authenticator mobile application if you decide to select either of these as your MFA option (links provided below).

Navigate to the home page, and Log in with your ID and Password:

If you have not set up multi-factor authentication (MFA) before, you will be asked to enrol now.

Only one MFA option is required, however you may choose to enrol in multiple if you wish.

You can choose from Okta Verify (Recommended), Google Authenticator, or Phone by selecting the setup button under your preferred MFA method.

*Please be advised that you will have to download the Okta Verify or Google Authenticator mobile application if you decide to select either of these as your MFA option (links provided below).

Okta MFA Setup

After you have selected Okta Verify from the MFA options, you will need to use your mobile and download the Okta Verify app from the App Store (iOS) or Google Play (Android).

You can use the camera app on your mobile device to scan the appropriate QR code below to download the Okta Verify app:

Once you have downloaded Okta Verify, open the app, press “+ Organisation”, and scan the QR code using the camera on your mobile device.

Once you have scanned the QR code with your mobile device, this will add the account to your Okta Verify app.

If you wish, you can now setup another MFA method or simply press “Set up later” and you will be logged in.

If you are unable to scan the Okta QR code

Press the “Can’t scan?” link under the QR code for a URL to be sent by email or text:

Select your preferred option to receive a URL by SMS to your mobile phone or an email to your nominated email address:

Google Authenticator MFA Setup

If you prefer Google Authenticator, select the set up button under Google Authenticator to add as the MFA method.

Go to your mobile device and download the Google Authenticator app from the Apple App Store (iOS) or Google Play (Android).

You can use the camera app on your mobile device to scan the appropriate QR code below to download the Google Authenticator:

Note: the name of the app on the home screen is called ‘Authenticator’.

Once downloaded and opened, press the plus sign at the bottom of the app and scan the QR code from the setup screen on Link:

Select “Scan a barcode”:

Select your device:

Scan the barcode:

Once you scan the QR code, press next and enter the 6 digit code from Google Authenticator app:

If you are unable to scan the code, select “Can’t scan?” and follow the instructions. You will then need to enter your Link Username in the Google Authenticator App.

1. In Google Authenticator App, select +
2. Select Enter a setup key
3. For Account: enter your email 
4. For Key: enter the code provided in the Link setup screen
5. Select Next

If you wish, you can now setup another MFA method or simply press “Set up later” and you will be logged into your portfolio so you can start adding holdings.

Click on “Forgot Password” from the log in screen. Enter your Adviser ID and click on “Next”. We will send you a verification link to reset your password. Please look in your inbox for the system generated email and follow the prompts. If you have not received an email from us within a few minutes, please also check your spam/junk mail folder in case the system email has been incorrectly classified as spam. (If you do find it there, you may also wish to add this address to your address book or safe senders to prevent this from happening again). If you continue to face issues or require further assistance, please see contact details below.

If you try to register a new account and your email address or Adviser ID is already in use, we will let you know. If you already have an account but have forgotten your password, you can reset it by clicking on “Forgot Password” from the Log in screen. If you continue to face issues or require further assistance, please see contact details below.

Please contact us for assistance on the details below.

The Okta Verify app is available from the Google Play or App Store in all countries free of charge. You may, however, need a registered email address and password for the respective app store of your choice. If you are unsure of your Apple ID or password (for the App Store), please refer to support.apple.com and follow Apple’s instructions. If you are unsure of your Google account password (for the Google Play store), this should be the same as you use to log in to other Google services. If you are unsure, please refer to accounts.google.com and follow Google’s instructions.

Multi Factor Authentication is mandatory to help protect your clients’ accounts.

To secure your clients’ accounts and them from unauthorised access and fraudulent activity. We understand that this introduces an additional step for advisers. However, cyber-attacks continue to rise globally, and APRA have advised that these measures were necessary to protect your clients’ information. Multi Factor Authentication is becoming increasingly utilised across the Financial Services industry, and we are keeping up with industry standards and regulatory requirements.

The primary benefit of Multi Factor Authentication is that it provides additional security layers that decrease the risk of the data becoming compromised. If you require assistance, please see contact details below.

We take steps to notify you of important changes to your account. As a result, you may receive emails confirming changes made to your account. If you are the one who made these changes, you can simply ignore these emails. If you have received an email but do not recognise this activity or have a security concern, please contact us as soon as possible, contact details below. Please note: If you receive a phone call, SMS, or email from anyone asking you for a one-time PIN, never give it to them! We will never contact you to ask for this, it will only be asked of you when you are on our website, logging into your account.

Okta Verify and Google Authenticator are free to download from the Apple and Google play stores. Both apps are free to use and do not have in-app purchases. Please ensure you read the application you are downloading carefully to ensure you are downloading the correct app.

Apple IOS users
You may be prompted to add a payment method to the Apple App store so that you can make purchases in the future and use subscriptions like iCloud+ Apple Music etc. Please refer to https://support.apple.com for further information.

Android users
You may be prompted to add a payment method to the Google Play store to assist with app purchases. You can simply elect to set this up later to proceed to download okta verify or google authenticator. Please refer to https://support.google.com/ for further information.