Viewing the portfolios

The Adviser Portal is a dedicated area for advisers using the Lonsec Managed Accounts within iRate.

It is located under Investment Solutions > Managed Accounts > Adviser Portal

Note: If you do not have access and are investing in the portfolios please contact Client Services to arrange access.

From the Adviser Portal, you are able to access the suite of Lonsec Managed Accounts:

1. Click on a portfolio name to view the complete portfolio with underlying holdings and asset allocation

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2. From the portfolio, you are able to access the portfolio reports for that portfolio or export the portfolio to other areas of the portal, or email print it out

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Find out more about the reports available to download here.

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