Viewing client correspondence

Some correspondence sent to your clients is now available in Adviser Online for Super and Pension accounts.

As an assigned third party authority, Financial Services Professionals (FSPs) and Financial Services Companies (FSCs) will have access to the below client correspondence:

• Client correspondence 
  
• Periodic statements

To view and download correspondence in Adviser Online: 

1. Log in to Adviser Online
2. From the global search bar, select Accounts from the drop-down
3. Search for the super or pension account name or number
4. Click on the account name from the drop-down list
5. Click Statements and correspondence
6. Click the Client correspondence tab
7. Select the Download icon to download the correspondence in PDF format.

Important information:

• Only correspondence sent after 16 October 2020 will be available in Adviser Online.
• Your clients will continue to receive their correspondence via the post.
• The Contact Centre will no longer email advisers or their support staff copies of the correspondence. You can access these through Adviser Online.