Home › Wealth Management › Online Client Services
Private Wealth Management clients who register with our website get access to the following range of online services.
| Service | Features | How to access the service |
|---|---|---|
| View your accounts online | You can choose to view your accounts online. check and download your account balance and view transaction details and statements monitor the live price of your portfolio. | You can register for this service during the online website registration process. If you are a registered user but do not have access to this service, please contact your adviser. Alternatively, call the Investor Service team on 1300 366 790. |
| Trade online | Online Orders allows you to place orders online 24 hours a day. To trade online you will need to nominate a Goldman Sachs cash account to use to settle your transaction. | You can register for this service during the online website registration process. If you are a registered user but do not have access to this service, please contact your adviser. Alternatively, call the Investor Service team on 1300 366 790. |
| Transfer funds | Transfer funds between your nominated Goldman Sachs accounts (or to previously nominated external accounts). | To use Funds Transfer you need to have a Goldman Sachs cash account. |
| Create watchlists | Watchlists allow you to monitor the live prices of securities, or a list of securities. | This service is available to you once your website registration is processed. |
| Research | Access to JBWere research, recommendations, latest updates and audio reports. | This service is available to you once your registration is processed. |
To get access to our online services, you need to:
Find out more about the registration process
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Investor Service team - Phone 1300 366 790 (Australia); 0800 555 555 (New Zealand).
Or phone (61 3) 9679 1534, fax (61 3) 9679 1369.
This website contains general securities advice. In preparing the content, JBWere has not taken into account any person's particular objectives, financial situation or needs.
Before acting on any advice you should consider whether it is appropriate for you.
