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Ongoing enhancements

As you may have noticed, we’ve been carrying out a major programme of enhancements to our website and there are more to come. We are listening to your feedback and our investment platform will continually evolve to ensure it meets your needs, so keep an eye out for tweaks and new features.

Latest enhancements

Text alerts service

With the introduction of our text alerts (SMS) service, we’ve made it easier for you to receive information about your account valuations and transactions. You can receive fortnightly text messages about your cash and investments in addition to deal confirmations and when they complete.

Menu navigation

Following considerable and careful analysis of how customers use the secure website, we have introduced a new way of navigating through your account online to make it easier to find what you’re looking for. The options within the old ‘My Accounts’ menu can now be found on the main menu of the page.

Income report

We’ve made enhancements to the income reporting on your account. Income reporting is now separate from your transaction history and you’ll be able to see how much income is paid directly to your bank account - all in one place. To view the report, go to Transaction History & Reports > Income report.


Investsense is a set of intelligent reminders which prompt you from time to time on how to manage your investments and accounts more effectively. These nudges will appear as a lightbulb icon on the account summary screen. You can click on the icon to view the reminder, and you can turn the feature.

Previous enhancements

Changes to one-time code for login
Share dealing
Duplicate reporting & share voting
Performance report
Measure account performance using Annualised Return
Linked accounts
Transaction history for linked accounts
How-to guides
Sell to bank introduced
Increased prominence of log out button
Income report feature added to transaction history
Profile information
Change of address online
Improved performance explanation in account summary
Introduced merging of assets in investment grid

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