Perks Portfolio Service Login – Client Access
As a client of Perks Wealth Management you are able to access your investment portfolio online via our secure website. Please enter your user name and password below.
Once you have successfully logged into the site you will be able to view details of your portfolio, generate investment reports, view market data and email your adviser at your convenience.
Please note: if you do not currently have login details, have forgotten your user name and/or password or require assistance in relation to your online access please contact the Perks Portfolio Service Team at our office on (08) 8273 9300 or email firstname.lastname@example.org.
Please be aware that on your first login you will be asked to change your password to ensure your account remains secure.