Client Portal Guide. Monitor the performance of your investments on any device, anywhere, anytime.

Transcription

1 Client Portal Guide Monitor the performance of your investments on any device, anywhere, anytime.

2 Introduction The Client Portal allows you to monitor the performance of your investments on any device, anywhere, any time. Our Client Portal offers a number of helpful features: Dashboard view see your portfolio positions at a glance, then drill down into asset allocation and individual holding details. Investment insights quick access to our private wealth research and global market data, linked straight from your personalised dashboard. Resources easily manage your watchlist, subscriptions and report delivery preferences Please note The areas of the Client Portal that are accessible to you will be dependent on your portfolio service level. If you would like further explanation please contact your Investment Adviser. Contents: Accessing the Client Portal.... Accessing the Client Portal.... Forgotten your Password?.... Forgotten your Username?.... Portfolio Dashboard.... Portfolios... Portfolios Values.... Asset Details....4 Reports Generate a Report....5 View All Reports...5 Markets....6 Indices....6 World Currencies....7 Research...8 Research....8 Advanced Search....9 Manage My Subscriptions Reports... Quote Search... Watchlist... Other Helpful Sections My Profile Notifications Help... 4 Contact... 4 Further Questions? CRAIGS CLIENT PORTAL GUIDE

3 Accessing the Client Portal To register for the Client Portal, follow these steps:. Click the Register now link on the login page.. You will be directed to the Account Registration Form. Please ensure that you enter your full name and registered address.. Make a note of your unique 6 digit username. 4. Enter and confirm your password. Your password needs to be comprised of a minimum of 8 characters, containing at least uppercase letter, lowercase letter and digit. 5. Select to receive an identity validation message by or text message. 6. To confirm your identity: a. By - click the validation link in your from Craigs Investment Partners b. By text message - enter the validation code from your text message on the portal website 7. You will then be redirected to the login page to enter your username and password. Please note - When you register it may say that you have already done so, this could be because you registered on our old website and already have a username. If this is the case return to the login page and click the Forgot Username? link and follow the prompts. Need help? If you experience any issues accessing our Client Portal please webhelp@craigsip.com or phone (Monday Friday, 8:0am 5:0pm). \ CRAIGS CLIENT PORTAL GUIDE Craigs Client Portal Guide 0.8 /

4 Forgotten your Password?. Reset your password by clicking on the Forgot Password? link on the login page.. Enter your first name, last name, registered address and select to receive an identity validation message by or text message.. To confirm your identity: a. By - click the validation link in your from Craigs Investment Partners b. By text message - enter the validation code from your text message. Your new password needs to be comprised of a minimum of 8 characters, containing at least uppercase letter, lowercase letter and digit. 4. You will then be redirected to the login page to enter your username and new password. Forgotten your Username?. Retrieve your username by clicking on the Forgot Username? link on the login page.. Complete the form by entering your first name, last name and registered address.. You will then receive an reminding you of your username. Need help? If you experience any issues accessing our Client Portal please webhelp@craigsip.com or phone (Monday Friday, 8:0am 5:0pm). \ CRAIGS CLIENT PORTAL GUIDE

5 Portfolio Dashboard Your personalised Dashboard provides an overview of your investment portfolio Select your Portfolio. In the Select Your Portfolios dropdown list you can select up to 0 portfolios that you would like to view more information on.. In the Select Currency dropdown list you choose to see these portfolios in one of six currencies: NZD, AUD, EUR, GBP, USD or CAD.. Select Hide Value if you would like the total value of your selected portfolios to remain hidden. 4. Your selections can be saved by selecting the Save selections for future use link. 4 Portfolio Values Here you can see summary information, including account name, portfolio number, portfolio service and portfolio value, of the portfolios that you selected in the Portfolios section.. You can reorder the list by selecting the up/down arrow next to each column heading. 5. Select the.csv icon to download a.csv file, that can be viewed in Excel or a similar programme, of the information in the Portfolio Values section. 6. Select the Report icon to be directed to the Reports page and generate a web report or view recent reports from Craigs. For further details view the Reports section below, page 6. 7 \ CRAIGS CLIENT PORTAL GUIDE Craigs Client Portal Guide 0.8 /

6 8 9 0 Asset Details View summary asset details information of the portfolios that you selected in the Portfolios section.. Choose one asset class (e.g. New Zealand Equities) or select All to view all of the holdings within that portfolio. 8. You will be able to see information on the security held including, code, quantity held, local price, local value, value in your chosen currency and the percentage breakdown of each holding within your portfolio. 9. You can reorder the list by selecting the up/down arrows. 4. Select the.csv icon 0 to download a.csv file, that can be viewed in Excel or a similar programme, of the information displayed in the Asset Details section. 5. Select the Market Data icon to view market data on the security you have selected. Please note: the market data icon only appears next to a security where market data is available. 6. Select the Research icon to view a list of the recent research published by our Private Wealth Research Team on your selected security. The research icon only appears next to those securities that the research team covers. Need help? If you experience any issues accessing our Client Portal please webhelp@craigsip.com or phone (Monday Friday, 8:0am 5:0pm). 4 \ CRAIGS CLIENT PORTAL GUIDE

7 Reports and Contract Notes The Reports section allows you to generate a Portfolio report, and see your recent Contract Notes Generate a Report. Go to the Generate a Report tab.. Choose the portfolio that you would like to view a report on by selecting it from the Select your Portfolio dropdown list.. Choose the type of report that you would like to view by selcting it from the Select Report Type dropdown list. 4. The date of the previous day will be displayed in the Choose End Date field. If you would like to change this date type your chosen date in this box following the DD/MM/YY format or select the Calendar icon Select the Generate button Your report will begin generating and will be displayed when it is ready, alternatively the report can also be found by selecting the All Reports tab on the Reports page. 6 View All Reports On the All Reports tab, 6 you can view the web reports that you have generated in the last five days and view all the reports distributed to you by Craigs in the last two years. Managed clients have access to a number of reports providing an overview of your portfolio position. START clients can view their Holdings Statements, Contributions and Withdrawals Summary and a Portfolio Summary. View your Contract Notes Your recent Contract Notes can be viewed by selecting the Contract Notes tab. 7 Download your buy and sell contract notes that have been issues since late November 06. Craigs Client Portal Guide 0.8 / 5

8 Markets The Markets section provides comprehensive market data information and dynamic charting for leading global markets, enabling you to easily keep informed of market movements. Indices 5. On the Indices tab, you can quickly check the performance of the top indices or select a regional overview of Asia-Pacific, North America or Europe from the Select Index Category dropdown list.. The performance of your selected index can be viewed over a 5 day, month, month, 6 month, year, year or 5 year timeframe.. The Top 0 Rises/Falls section shows a snapshot of the days top performers and underperformers on the S&P/NZX50 and S&P/ASX00 including the dollar and percentage change, last price, and volume traded The latest research associated with your selected index is also provided at the bottom of the page. 4 Please note: Market data on other indices can be found by performing a Quote Search from the navigation bar(s). For further details, see the Quote Search section, page. 5 Need help? If you experience any issues accessing our Client Portal please webhelp@craigsip.com or phone (Monday Friday, 8:0am 5:0pm). 6 \ CRAIGS CLIENT PORTAL GUIDE

9 4 World Currencies. On the World Currencies tab, you can quickly see the performance of key New Zealand dollar (NZD) and US dollar (USD) currency pairs.. The performance of your selected currency pair can be viewed over a 5 day, month, month, 6 month, year, year or 5 year period.. Switch between NZD and USD by clicking on the Select Currency dropdown list. Please note: Market data on other currency pairs can be found by performing a Quote Search from the navigation bar. 4 For further details, see the Quote Search section, page. Craigs Client Portal Guide 0.8 / 7

10 Research We monitor major economic trends and keep a close watch on social and political events which can impact domestic and international financial markets. Our Private Wealth Research team cover all major sectors and publish timely, in-depth reports on a range of companies. Research Search for research articles on all companies we follow, with our current view on each, portfolio strategy reports, and a number of other helpful publications.. The Research homepage displays recent research publications of note from our Private Wealth Research team.. Begin to enter a keyword e.g. company name in the Enter search keywords field and you will see an automatically populated list of the available research By selecting the Manage subscription button you can choose to receive a daily of research of interest. For further details, see the Manage My section, page. 4. The Latest Research section provides a chronological list of all of the recent research publications All research items can be saved to read later by selecting the Reading List icon. View and edit your reading list on the My Reading List tab. All items on your reading list will be saved for months. 5 8 \ CRAIGS CLIENT PORTAL GUIDE

11 4 5 6 Advanced Search. Once you have selected a keyword in the Enter search keywords field, you will be taken to the Advanced Search page where your search can be refined by publication type, sector, date and keyword. Alternatively, you can enter another search term.. In the Details section you can find the view of our Private Wealth Research team including a company description, classification and target price. You can also see the current price and link through to the applicable Market Data by selecting the Market Data icon.. The list of all research related to your search term is given in the Results section By selecting the Reading List icon 5 you can save the research article to read later or click the PDF icon 6 to read immediately. Craigs Client Portal Guide 0.8 / 9

12 Manage My The Manage My section allows you to subscribe to Craigs publications, follow research of interest, change your report delivery preferences and update your Watchlist Subscriptions. Select the Subscriptions tab. In the Publications section, you can subscribe to our enewsletters, product updates and publications or change your preferred method of communication. You can choose to unsubscribe to a publication at any time by selecting Unsubscribe from the dropdown list.. In the Follow Research section 4, you can choose to receive a daily highlighting any research published that matches your chosen sector, report type or security/company of interest. a. Choose a sector, report type or security/company of interest from the dropdown list and select the Add button. 5 b. If you would like to no longer follow this research, select the Remove icon. 6 0 \ CRAIGS CLIENT PORTAL GUIDE

13 4 5 Reports. Select the Reports tab. In the Portfolio section, select from the dropdown list the portfolio on which you would like to change the method of report delivery.. A table will then be displayed showing the reports that are available. 4. You can choose to receive an alert or be posted a report by selecting the applicable radio button 4 and the Save button. 5 Craigs Client Portal Guide 0.8 /

14 Quote Search The Quote Search is accessible directly from the navigation bar and allows you to search for market data on securities (shares and fixed interest), indices and currencies.. Begin to enter a search term in the Quote Search field.. You will see an automatically populated list of the available market data matches.. Select the security, index or currency of interest and the market details will display or Show All Results to see a full list. \ CRAIGS CLIENT PORTAL GUIDE

15 Watchlist Add securities, indices, or currencies to your Watchlist so that you can monitor key performance information on items of interest To add an item to your Watchlist type your request into the Enter search here box and select the Add button.. You can reorder your Watchlist list by selecting the up/ down arrow.. Market data for an item on your Watchlist can be viewed by selecting the Market Data icon An item can be removed from your Watchlist by selecting the Remove icon. 5 Craigs Client Portal Guide 0.8 /

16 Other Helpful Sections My Profile In the My Profile section you can review and manage your personal details and reset your password. Notification By selecting Notification you can see a list of messages of interest or that require your attention e.g. when a new report is available. Help In the Help section you can view a guided tour of the Client Portal and read the answers to frequently asked questions Contact By selecting Contact in the navigation bar you can quickly access the contact details of your Investment Adviser(s). Further Questions? Read the FAQ guide in the Help Section on the Client Portal Contact your Investment Adviser Contact our Web Help team - webhelp@craigsip.com or phone (Monday Friday, 8:0am 5:0pm). 4 \ CRAIGS CLIENT PORTAL GUIDE

17 HEAD OFFICE - TAURANGA Craigs Investment Partners House 58 Cameron Road PO Box 55, Tauranga 4 E. headoffice@craigsip.com KERIKERI Hobson House 4 Hobson Avenue PO Box 84, Kerikeri 045 P F E. kerikeri@craigsip.com WHANGAREI Robert Street PO Box 57, Whangarei 040 P F E. whangarei@craigsip.com AUCKLAND Level, Vero Centre 48 Shortland Street PO Box 96, Auckland 40 P F E. auckland@craigsip.com HAMILTON Level 4, PwC Centre Cnr Anglesea & Ward Streets PO Box 8, Hamilton 40 P F E. hamilton@craigsip.com TAURANGA Craigs Investment Partners House 58 Cameron Road PO Box 55, Tauranga 4 P F E. tauranga@craigsip.com ROTORUA First Floor 96 Whakaue Street PO Box 48, Rotorua 040 P F E. rotorua@craigsip.com GISBORNE 75 Childers Road PO Box 5, Gisborne 4040 P F E. gisborne@craigsip.com NEW PLYMOUTH First Floor, 9 Young Street PO Box 80, New Plymouth 440 P F E. newplymouth@craigsip.com WHANGANUI 7 Drews Avenue PO Box 6, Whanganui 454 P F E. whanganui@craigsip.com PALMERSTON NORTH First Floor Cnr Broadway Avenue & Vivian Street PO Box 54, Palmerston North 4440 P F E. palmerstonnorth@craigsip.com WELLINGTON Level 4, PwC Tower 9 The Terrace PO Box 0556, Wellington 64 P F E. wellington@craigsip.com BLENHEIM Alfred Street PO Box 678, Blenheim 740 P F E. blenheim@craigsip.com CHRISTCHURCH Level Craigs Investment Partners House 76 Victoria Street PO Box 90, Christchurch 840 P F E. christchurch@craigsip.com QUEENSTOWN Level, Five Mile Centre Grant Road, Frankton PO Box 487, Wakatipu Queenstown 949 P F E. queenstown@craigsip.com DUNEDIN Level 4, 9 Moray Place PO Box 5545, Dunedin 9058 P F E. dunedin@craigsip.com GORE 0 Main Street PO Box 7, Gore 9740 P F E. gore@craigsip.com INVERCARGILL Level, 0 Don Street PO Box 46, Invercargill 9840 P F E. invercargill@craigsip.com / craigsip.com Craigs Investment Partners Limited is an NZX Participant Firm. Disclosure Statements are available on request and free of charge. Please visit craigsip.com for more information.