Patersons Online Instruction Guide

Transcription

1 Patersons Online Instruction Guide Welcome to Patersons Online our client website. Your online access will give you access to your portfolio, as well as Patersons wealth of market intelligence, insightful research and regular publications. Page Contents 2 Logging In 3 Home Page 3 To Update Your Details 4 View your Accolade Information 4 View your Nominee Reports 5 View your Portfolio Information - Portfolio Valuation - Portfolio Ledger 6 - View Your Orders - Get Snap Quotes on your Portfolio Holdings 7 View your Money Market Information - Money Market Balance - Money Market Transactions 7 Create a Custom Portfolio 8 Access Market Information 8 Creating Watchlists Patersons Online Instruction Guide

2 Logging in THERE ARE TWO WAYS TO ACCESS YOUR ACCOUNT 1. Via the Patersons website - Enter your Username and Password under the Client Login tab. 2. Via Patersons secure site - Please save this in your favourites as this is the preferred access site. 1 2 Forgotten your Password or Username 1. Click on Forgot Password 2. If you have forgotten your password Type in your User Name and click Reset Password 3. If you have forgotten your User Name Click on Forgot User Name. Type in your address and click Reset Password 4. Your User Name and/or password will be ed to your nominated address. 2 Patersons Online Instruction Guide

3 Home page Once you log in, you will be directed to the Home page. The Home page will provide you a summary of your accounts, a market snapshot as well as a quick reference to recent Patersons Research publications and ASX News announcements. For further information regarding your account, click the My Accounts tab on the top menu bar. To update your details You can update your details by clicking the Update Details button. Within this section, you will be able to update or change your address address, change your password, change the PSL publications you would like to receive, and if applicable, change your Accolade options. 3 Patersons Online Instruction Guide

4 My Accounts Under the My Accounts tab on the top menu bar, you will have access to the following sections: Accolade Nominee Portfolio Money Market Custom Portfolio View your accolade information The Accolade tab provides information about our Patersons Accolade portfolio management services. This section provides Accolade clients with detailed information pertaining to their Accolade accounts. Clients will be able to access accurate and up-to-date information including their Portfolio Valuation, Capital and Cash transactions, Realised and Unrealised Capital Gains reports as well as Income and Expense Reports. They will also have the ability to download copies of their current and historical Quarterly and Annual Tax Reports. For more information, please speak to your Patersons adviser. View your Nominee information The Nominee tab is only available for Nominee accounts. view your Nominee Reports This section enables Nominee clients to download copies of their current and historical Quarterly Reports. To view your Nominee Report/s, click View My Nominee Reports button. You can select one or all accounts if you have multiple Nominee accounts. 4 Patersons Online Instruction Guide

5 View your Portfolio Information The Portfolio tab provides information about your accounts. You will be able to view your Portfolio Valuation, Ledger, Orders and get Snap Quotes on your portfolio holdings. View your Portfolio Valuation The Valuation tab provides with access your investment holdings, showing your portfolio s current value (GICS) and current stock prices. Please note: The Total Cost and Cost Price are estimates only and are not adjusted for items such as corporate actions that may have affected the cost base of the security or transfers of holdings in or out of the account. Please refer to your own records and/or your accountant for advice in relation to the cost of your holdings. Alternatively, speak to your Patersons adviser about our Accolade service: a comprehensive advice, administration and reporting service that provides accurate and convenient online information about your portfolio. View your Portfolio Ledger The Ledger tab provides you with access to view statements detailing transactions carried out with Patersons, including the facility to reprint contract notes. Enter a Start and End date and click Get Portfolio Ledger button. 5 Patersons Online Instruction Guide

6 1. To download your transactions You have the choice to download and save your transactions in either excel or pdf format. Click on the applicable icon to download your transactions. 2. To view and print copies of your contract notes To download PDF copies of your contract notes, click on the contract note number. The blue boxes in the Reference column signifies a contract note. View your Orders The Orders tab provides you with a list of your trades and orders that have taken place throughout the day. To view your Orders, enter a Start and End date and click Get Orders button. This will generate a list of all your orders including order number, date, time, security, type (buy/ sell), quantity, limit and unfilled amount. Get Snap Quotes on your portfolio holdings The Snap Quote tab provides you with prices of ASX listed securities and warrants in your portfolio. 6 Patersons Online Instruction Guide

7 View your Money Market Information The Money Market tab provides information about your cash account/s. You will be able to view your Money Market balance and transactions. View your Money Market Balance The Valuation tab provides with access your money market account, showing your account s current balance and account details. View your Money Market Transactions The Ledger tab provides you with access your money market transactions. Enter a Start and End date and click Get Money Market Ledger button. 1. To download your transactions You have the choice to download and save your transactions in either excel or pdf format. Click on the applicable icon to download your transactions. Create a Custom Portfolio The Custom Portfolio function enables you to create a customised portfolio allowing you to effectively manage your investments. 7 Patersons Online Instruction Guide

8 Market Information The Market Information tab on the top menu bar will give you access to Patersons Publication Library, the latest in ASX News as well as individual ASX listed securities. In this section you can view the following: Patersons Research Search listed securities and view or download the entire research note. View the latest 20 research notes for covered sectors. Access regular Patersons publications such as the Weekly Market Wrap, Your Market Daily, PS Today, Monthly Strategic Outlook and Perspectives magazine. You can manage your publication alerts through your online account. Market Information by security Access to the latest ASX news, charts and search key market information by security including dividends paid, quotes, market depth, trades and issued capital. Creating Watchlists The Watchlists tab on the top menu bar allows you to track prices and and trading activity of your favourite securities. 8 Patersons Online Instruction Guide