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).
Adviser & InvestorServe Help
For all login enquiries, help or to setup a new AdviserServe login, please contact:
Email: adviserserveenquiries@boardroomlimited.com.au
Phone: 1300 737 760
View or download the user guide for detailed help on accessing AdviserServe.