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Forms & documents

  • 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 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
  • Make a withdrawal from your investment.

     

    Online

    Login to your secure online portfolio, click on your investment account > Other transactions > Make a 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)

     

     

  • Add or remove access for an authorised representative.

     

    Online

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

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