Client Login

Below is the link to our client portal, MyConexim. It features multi-factor authentication for login, providing an added layer of security to help protect your sensitive information and prevent unauthorised access.

We believe that MyConexim will not only provide enhanced security, but also make it easier for you to view and manage your investments. MyConexim offers a range of features, including current valuations, aggregate contract notes, transaction history, detailed performance information, and KIIDs & factsheets where relevant.

You will need to register for the new portal and we have created a helpful how to video to assist you in this process.

Please click the image below:


MyConexim FAQs    

Below are our first time registration videos:

Video for clients with Gmail emails

Video for clients with all other email providers

We have created a helpful guide to assist you in navigating MyConexim. This video will go through each of the sections on the portal and take you on a tour of the portal functionality.

Client Documentation

You should complete the relevant Application form with your advisor and ensure that you receive the additional ancillary documentation below:

General Terms of Business    Platform Charging Schedule    PSIL CAKID    Privacy Notice    CRS FAQ