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Vanguard Adviser Portal
Direct online access to your clients' Vanguard Super and Personal Investor accounts.
- Open Personal Investor and Vanguard Super SaveSmart accounts on behalf of clients
- Transact (buy/sell) Vanguard managed funds, ETFs and ASX listed securities and submit digital transactions for Vanguard Super clients
- Deduct one-off dollar-based advice fees for Vanguard Super clients
- Access to data feeds
- View and access client accounts details, account and adviser level reporting, and statements
- Build and analyse portfolios using the Vanguard Portfolio Builder tool... and more.