Manage your personal or client's investments with Fidante via our online portals.
Access a wide range of self-service options online. View and manage your portfolio holdings, view transaction history, download statements and see the progress of your online application(s).
Authorised adviser only access to manage your client's investment portfolio, transaction history & download statements.
Login to InvestorServe to view & manage all your investments in the one place
Adviser & InvestorServe Help
For all login enquiries, help or to setup a new AdviserServe login, please contact:
Phone: 1300 737 760
View or download the user guide for detailed help on accessing AdviserServe.