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 and send us a completed form relating to your account:
MLC MasterKey (PDF)
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 and send us a completed form relating to your account:
MLC MasterKey (PDF)
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 and send us a completed form relating to your account:
MLC MasterKey (PDF)
Download and send us a completed form relating to your account:
MLC MasterKey (PDF) - this form can be used for accounts in:
Download and send us a completed form relating to your account:
MLC MasterKey (PDF)
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 and send us a completed form:
MLC MasterKey (PDF)
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 and send us a completed form relating to your account:
MLC MasterKey (PDF)
Login to add or remove access for an authorised representative on your account.
Download, print and sign the form relating to your account:
MLC Wrap and MLC Navigator (PDF)
Download and send us the completed form below:
Download, print and sign the form relating to your account:
US Tax Status Declaration Individuals Form (PDF)
Foreign Tax Status Declaration Individuals (PDF)
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)