ANZ offers a range of online wealth management services that allow you to monitor, manage, and grow your investments from anywhere, anytime. Accessing these services online gives you control over your portfolio, enables you to track market trends, and simplifies communication with your financial adviser. Below is a step-by-step guide on how to access and use ANZ’s wealth management tools effectively.
Step 1: Ensure You Have the Right Account Access
Before you can use ANZ’s wealth management services online, you must have an eligible account. This may include an ANZ Private account, ANZ Share Investing account, or a managed investment account. If you are not sure which account you have, log in to your ANZ Internet Banking and check the list of available products or contact ANZ customer support for clarification.
Step 2: Register for ANZ Internet Banking
If you have not yet registered for ANZ Internet Banking, you will need to do so. Registration can be done online in just a few minutes. You will need:
- Your ANZ account or customer number
- Personal identification (e.g., driver’s licence or passport)
- Your phone number for verification
Visit the official ANZ website and select Register under Internet Banking to start the process.
Step 3: Log In to Access Wealth Management Tools
Once registered, log in to your ANZ Internet Banking account. If you have multiple ANZ services linked, you can navigate to the Investments or Wealth Management section to view your portfolio. For ANZ Share Investing customers, you may be redirected to a secure partner platform where your trading account is hosted.
Step 4: Navigate the Online Dashboard
The online wealth management dashboard provides an overview of your assets, liabilities, and market performance. Common features include:
- Portfolio summary and asset allocation
- Recent transactions and performance tracking
- Market news and research reports
- Goal tracking and progress updates
Use filters and sorting tools to customise your view according to your investment preferences.
Step 5: Use Advanced Investment Features
ANZ’s online wealth platform often includes advanced features, such as:
- Placing buy/sell orders for shares
- Accessing managed funds and term deposits
- Setting up automatic investment plans
- Exporting performance reports for tax purposes
These tools are designed to give you control and flexibility while keeping your investments secure.
Step 6: Stay Secure While Managing Your Wealth Online
Always ensure you are accessing ANZ’s services through the official website or app. Enable two-factor authentication (2FA) where available, and regularly update your passwords. Avoid logging in from public Wi-Fi networks and monitor your account for unusual activity.
Step 7: Contact Your ANZ Adviser
If you have a relationship with an ANZ financial adviser, you can message them directly via the online platform or request a call-back. Many clients find it helpful to schedule quarterly reviews to ensure their investment strategy is still aligned with their goals.
Final Tips for Effective Wealth Management
Using ANZ’s wealth management services online can save you time and provide valuable insights into your portfolio. For best results:
- Check your portfolio at least once a month
- Read ANZ’s market insights to stay informed
- Review your goals annually and adjust as needed
By integrating these tools into your financial routine, you can make informed decisions and stay on track toward building your wealth.