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Frequently asked questions
Investors
myPerpetual is your online portal for account management, including access to your statements, online transactions and client maintenance changes.
Below is a list of functionality available in myPerpetual:
- Investor login access with existing Client ID and Password (On first login, clients will be required to change their password before continuing)
- Client/account dashboards
- Reset or change password
- Register as a new user
- View and manage Bank Account details
- View account balances, investment holdings and unit prices
- View account details and beneficiary details
- View contribution history, transaction history
- View BPAY references
- View insurance cover and preferences
- View and manage pension details
- Investments - additional and regular contributions
- Switches
- Withdrawals and regular withdrawals
- Updates to investment strategy or pension payment drawdown nominations
- Nominating a non-binding beneficiary
If you would like to update your personal details (including home phone, email and address), or have other questions about maintaining your account, please contact Client Services on 1800 022 033.
Use your existing Client ID and Passwords to login - these were not affected in the security incident. The first time you access myPerpetual, you will be required to change your password to continue.
If you require assistance with password and access, contact Perpetual Client Services on 1800 022 033.
Download the How to Login document
myPerpetual is now accessible with restored functionality, including support for online transactions.
If you have difficulty accessing functionality within myPerpetual, please contact Perpetual Client Services on 1800 022 033.
Information about investments is in real time. Transactions that have not been processed are in pending status waiting on the applicable price for your selected fund(s). In most cases, transactions are processed at the unit price applying on the day we receive them or at the unit price applying on the following day if we received your request after 3pm Sydney time (see a fund's offer document for more information).
Occasionally, there may be a delay in processing your request and your transaction(s) will appear in priced status in 3-5 business days. However, your request will be processed using the unit price which applied on the day we actually received your request.
myPerpetual uses cookies to keep track of your session, login status and remembering information like your name and email address. Cookies are not programs that damage files on your PC. We do not specifically save any information about a client in a cookie. This means you can use the account access area site from 'public' computers (like Internet Cafes) without having to worry about your Client ID and password remaining on the computer as a cookie.
If you choose to disable cookies you will not be able to access your accounts online. You can access the Settings in your internet browser to limit the use of cookies or to withdraw your consent by clearing or blocking cookies.
If you experience loading or formatting issues on myPerpetual, you can try clearing your browser cache which may resolve the issue. The cache is a tool used by your internet browser to speed up the page loading process. However, it can cause problems when there's an update or new functionalities released on the portal. The shortcut to clear cache on most browsers is to press Ctrl + Shift + Delete simultaneously on the keyboard while in your brower. This will open the appropriate window in the Settings with the option to clear cached images and files.
Download Investor FAQs
Advisers
myPerpetual is your online portal for account management, including access to your statements, online transactions and client maintenance changes.
Below is a list of functionality available in myPerpetual:
- Adviser login access with existing Adviser ID, password and one-time security PIN* (On first login, advisers will be required to change their password before continuing)
- Client search and dashboard
- Reset or change password
- Register as a new user
- Online transactions
- View client bank account details
- View client account details
- View client superannuation contributions
- View client account investment and consolidated investment details
- View client insurance details
- Centrelink schedule
- View and download selected reports.
- Investments - additional and regular contributions
- Switches
- Withdrawals and regular withdrawals
- Updates to investment strategy or pension payment drawdown nominations
- View and manage pension payments
If you would like to update your personal details (including home phone, email and address), or have other questions about maintaining your account, please contact Client Services on 1800 062 075.
* Due to security needs, advisers who have forgotten passwords or experiencing issues with the security PIN will need to contact Perpetual Client Services for assistance on 1800 062 725.
Use your existing Adviser ID, password and one-time security PIN to login. The first time you access myPerpetual, you will be required to change your password to continue.
If you require assistance with password and access, contact Perpetual Client Services on 1800 062 725.
Download the How to Login document
Download Adviser registration and myPerpetual delegate access
Download Adviser FAQs
Dealer Groups
Download the myPerpetual Dealer Group Report specifications.
Dealer Group Adviser Fee reports are now available in myPerpetual.
Dealer Groups are able to access myPerpetual, including access to current and historical Dealer Group Adviser Fee reports. These are now available in myPerpetual.
If you require any assistance, please contact Perpetual Client Services on 1800 062 725
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Login to myPerpetual
Your online account access portal may have specific Terms & Conditions, accessible from the login page. View Perpetual website Terms & Conditions. View myPerpetual website Terms & Conditions.