My Portfolio

Keeping track of your goals...

My Portfolio is a service designed to give you a consolidated view of your portfolio, bringing together all of your MLC accounts in one secure location.

With access to your portfolio anywhere, anytime, you can view your:

• contact information with MLC and ensure that it is up to date
• account balances
• investments held
• transaction details
• insurance details
• asset allocation
• copies of annual tax information

In addition to these features, the website also offers a rich source of tools and references, including:

• forms and brochures
• online calculators
• unit prices
• investment option fund profile selector
• research and technical information
• linking family members

For more information, get in touch with a financial adviser or call MLC on 132 652.