Make an additional investment to your account.

 Online

Login to your secure online portfolio, click on your investment account and then click on Additional investment

Need help? View our FAQ for a step by step guide to adding money to your account online.

Download a form

Download and send us a completed form relating to your account:

MLC MasterKey (PDF)

MLC Wrap and MLC Navigator (PDF)

Update your name, address and contact details.

 Online

Login to your secure online portfolio and click Edit beneath the Personal details section to update your details.

Need help? View our FAQs below for step by step guides to updating your details online.

FAQ - Update your name and date of birth online

FAQ - Update your Australian address online

FAQ - Update your international postal address online.

Download a form

Download and send us a completed form relating to your account:

MLC MasterKey (PDF)

MLC Wrap and MLC Navigator (PDF)

Update your account details, Tax File Number, Australian Business Number, authorised representative or link your account to another investor.

 Online

Login to your secure online portfolio and click on Edit beneath TFN & ABN to update update your Tax File Number or Australian Business Number. 

To update your authorised representative, click on your super account > Other transactions > Update authorised person

Need help? View our FAQ for a step by step guide to updating your Tax File Number or Australian Business Number online.

Download a form

Download and send us a completed form relating to your account:

MLC MasterKey (PDF)

MLC Wrap and MLC Navigator (PDF)

Update your bank details.

Download a form

Download and send us a completed form relating to your account:

MLC MasterKey (PDF) - this form can be used for accounts in:

• MLC MasterKey Investment Service (including Fundamentals)
  
• MLC MasterKey Unit Trust

Update your entity details.

Download a form

Download and send us a completed form relating to your account:

MLC MasterKey (PDF)

MLC Wrap and MLC Navigator (PDF)

Switch your investment.

 Online

Login to your secure online portfolio, click on your investment account and then click on Switch how your money is invested (MLC MasterKey only).

Need help? View the following Frequently Asked Questions for step by step guides to switching your investment online.

FAQ - Switch how your existing money is invested

FAQ - Update your investment strategy for future contributions

Download a form

Download and send us a completed form:

MLC MasterKey (PDF)

MLC Wrap and MLC Navigator Switch and Re-weight (PDF)

Make a withdrawal from your investment.

Online

Login to your secure online portfolio, click on the investment drop-down arrow > Manage my account > Account activities tab > Request withdrawal

Need help? View our FAQ for a step by step guide to making a withdrawal request online. 

Download a form

Download and send us a completed form relating to your account:

MLC MasterKey (PDF)

MLC Wrap and MLC Navigator (PDF)

Download a form

MLC Proof of Identity Guide (PDF)

Add or remove access for an authorised representative.

 Online

Login to add or remove access for an authorised representative on your account.

Download a form

Download, print and sign the form relating to your account:

MLC Wrap and MLC Navigator (PDF)

Send a copy of your POA to MLC

Download and send us the completed form below:

Sending a copy of your Power of Attorney to MLC (PDF)

Update your foreign tax details.

Download a form

Download, print and sign the form relating to your account:

US Tax Status Declaration Individuals Form (PDF)

Foreign Tax Status Declaration Individuals (PDF)

Foreign Tax Status Declaration Entities (PDF)

Foreign Tax Status Information Flyer (PDF)

Download a form

Download, print and sign the form relating to your account:

Identification Form - Individuals and Sole Traders (PDF)

Identification Form – Australian Companies (PDF)

Identification Form – Australian Trusts and Trustees (PDF)

Identification Form - Registered Co-operatives (PDF)

Identification Form - Partnerships and Partners (PDF)

Identification Form – Government Bodies (PDF)

Identification Form - Associations (PDF)