FirstNet Adviser help

An Investor summary contains investment details about your clients such as fund, fund unit holdings, fund exit prices and fund balances. It is more detailed than the Client list report.

You can choose to receive this detailed summary of your clients' investments on a monthly or quarterly basis.

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.

Only the most recent Investor Summary report will be available on FirstNet Adviser. Please contact us should you require a previous period.