FirstNet Adviser help

A quick search allows you to easily find an individual client or view your client list. To find an individual client:

1. Enter the client’s name or Online Identity Number (OIN) into the search field.
2. To search for clients with closed accounts, check the 'Include closed accounts' box, otherwise leave blank.
3. Click Search.
   

To view your full client list:

To view only your active clients, click the 'View all active clients' link. To view your full client list, check the 'Include closed accounts' box, leave the search field empty and click Search.

If you are unable to find your client it may be because of one of the following:

• The name or OIN entered is incorrect.
• You are searching your active clients list but your client has only closed accounts. To search for closed accounts, check the 'Include closed accounts' box and click Search.
• The client has moved to another adviser.

Check each of the above and contact us if you are still unable to find your client.

Note: The My clients function does not allow you to search for closed Pension and Superannuation accounts.

Client status indicates the status of the clients' account. Client accounts can be active or closed.

If a client is shown as active it means that they have open accounts or a mixture of open and closed accounts (up to 2 years old).

If a client is shown as closed it means that they no longer have open accounts.

Note: Client search does not allow you to view client accounts where:

• a client account has been closed for more than two years; and/or
• we have held a client application with no money and no insured death benefit for more than 40 days (excludes applications submitted online).'
  

A 'New client search' allows you to perform a new search for clients either in 'Quick search' or 'Advanced search'.

A 'Last client search' enables you to access the details and results of the last client search you performed.

You can also access multiple previous clients viewed by clicking on the 'Last 10 clients viewed' drop-down menu in the top navigation.