How Do I Invest In Managed Portfolios?

Step 1: Adding new portfolios

This can be done during onboarding (and by setting up an Automatic Investment Plan) or after the account is active via ‘Add a portfolio’. Relevant SOA/SI documents must be provided, and all clients must sign for or accept MDA T&Cs online.

Step 2: Investing in new portfolios

This can be done by subscribing into the portfolio on the Order Pad, or via an established Automatic Investment Plan.

  • If instructions are received before 2PM, investments will be made the same day, otherwise next day

Considerations with investing: minimum investment amounts

  • Minimum initial, ongoing and redemption amounts which are in place to ensure your client can acquire every asset in the managed portfolio.
  • Minimum investment amounts are available in the investment mandate, and displayed on the Order Pad (once the initial minimum amount into a Managed Portfolios is met, the Order Pad will display the Ongoing minimum amount for subsequent investments)


Have any questions for us?

If you cannot find the answer you are looking for, you can submit a request and we will be in touch as soon as possible. Alternatively you can contact us on 1300 988 878, or email us at