FirstNet Adviser help

Client List

What is a Client list?

You can choose to receive a summary of your clients' details and the value of their investments on a monthly basis.

This report contains fewer details than the Investor summary report.

The report will be produced and stored on FirstNet Adviser. You can retrieve your report by selecting Reporting from the top navigation menu and then Retrieve reports from the left navigation menu. You can also elect to receive an email notification when the report is ready for download.

How many client list reports are available?

Only the most recent Client list will be available on FirstNet Adviser. Please contact us should you require a previous listing.