Transact more efficiently
Transact
The fully integrated order pad means you can buy and sell:
ASX Listed Shares and ETFs
Managed Funds
Separately Managed Accounts
Term Deposits
Super – Managed Investments
Transact faster and more efficiently
To meet your needs the order pad enables you to:
Transact by account – for one or more asset types
Transact by asset – on one account or multiple accounts
Transact via Cash Hub – view available cash balance, deposit or withdraw funds
Handle investment switches on the order pad
View all your orders in one place
Term Deposits - buy and manage term deposit maturities and rollovers
Want to sell a single investment for more than one account at the same time?
Transact by Asset.
It’s designed to make this as easy as possible.
Online investment switches
Save time by doing multiple legs of a switch at one time.
Place a single sell order and allocate the proceeds on a percentage basis or dollar value to one or multi buy instructions.
The buy order happens automatically once the proceeds have been received from settlement of the sell instructions.
Keep tabs on your orders
View all your orders in one place.
Search by order type, instruction, status or date range.
Transact all in one place
The WealthPortal order pad handles your client’s super and non-super investments.
Share (Custodial)
Share (Non-Custodial)
Separately Managed Accounts
Managed Funds
Term Deposits
Super – Managed Investments