How to access the online portal

Your clients can view their accounts and products through our online portal. To access it they can: 

  1. Go to perpetual.com.au/login
  2. Click Log in to Perpetual Private Wrap
  3. On the online portal login page, they’ll need to enter their Access Code and password.

Client is unable to log in

If your client has forgotten their log in details, they can easily retrieve them.  They’ll just need access to their registered email address and mobile.

Retrieve client Access Code

An Access Code is an eight-digit number your client uses to log into the online portal. To retrieve their Access Code, your client can:

  1. Go to the online portal
  2. Click Trouble Logging In?
  3. Select Forgotten your Access Code
  4. Enter their last name, date of birth and registered email address. Select Submit.
  5. If the details are correct, they’ll receive an email with their Access Code.

Reset client password

Your clients can also reset their password through the the online portal:

  1. Go to the online portal
  2. Click Trouble Logging In?
  3. Select Forgotten your password
  4. Enter their Access Code and mobile number. Select Submit.
  5. In the Macquarie Authenticator app they’ll receive a push notification to change their password
  6. Select Yes, reset
  7. They can then create a new password.

If they still can’t log in then they can call us on 1800 099 265 (Overseas +612 5501 1743).

What clients can access

View their account balances

Your client can view their account balances on the home page once they’ve logged in to the online portal.

Manage their transactions

Your Investment Service (IDPS) clients can also manage their transactions through the online portal.

Manage their dashboard

Insights offers your clients a snapshot of their finances as well as providing tools for budgeting and cashflow management. Insights is displayed when your client logs into the online portal and selects Insights from the side menu.

Insights can be customised to add and remove information widgets, and to configure the information displayed in the widgets.

Widgets available in the online portal:

  • Upcoming payments
  • Asset allocation
  • Balance history
  • Spending categories
  • Budgeting
  • Total net wealth
  • Cashflow
  • Recent activity
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If you have any feedback on this article or need additional support, please contact us via live chat or email wrap@perpetual.com.au.

Perpetual Private Wrap is the marketing name for the Perpetual Private Investment Wrap (Investment Wrap) an Investor Directed Portfolio Service (IDPS) operated by Perpetual Trustee Company Limited (PTCo), ABN 42 000 001 007, AFSL 236643, Perpetual Private Super Wrap (Super Wrap) and Perpetual Private Pension Wrap (Pension Wrap) that are part of the Perpetual Super Wrap (RSE R1074406),ABN 22 897 174 641) (the Fund), as superannuation fund established by way of a trust deed. The trustee of the Fund is Equity Trustees Superannuation Limited (ETSL) ABN 50 055 641 757, AFSL 229757, RSE L0001458. The Perpetual Cash Account is a wholesale deposit with Macquarie Bank Limited ABN 46 008 583 542, AFSL 237502. Perpetual Private advice and services are provided by PTCo. This information has been prepared by PTCo and contains general information only and is not intended to provide you with advice or take into account your objectives, financial situation or needs. You should consider the Investor Services Guide and Product Disclosure Statement as applicable, and whether the information is suitable for your circumstances, we recommend that you seek professional financial, tax and/or legal advice. BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.

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