Online and Mobile Account Access and How-to Guides

Interested in what you can do online?

Clients can monitor their investment account(s) online, alongside pricing and news for New Zealand and Australian equity securities, global indices, currencies and commodities.

For step-by-step instructions on setting up your account, navigating the markets and research section, managing your watchlist, and other helpful tips, please view our how-to guide or watch the short and informative 'How-to' videos below.

App Promotional Icon In addition, the Investment Insights app available on Apple and Android devices lets you keep connected to the world of investing on the go. Download the free app from the Apple Store for iPad and iPhone, or from Google Play for Android devices. For further details about our App, visit the Investment Insights App webpage.

Anybody can register for online access to the Forsyth Barr website. 

For clients of Forsyth Barr there is the ability to attach your account/s and view your transactions and holdings. This complimentary service enables clients to view their Investment Account details online and at any time.

For both clients and non-clients, registering for website access will enable users to access some research items as well as creating and saving a Watchlist of securities that they are interested in monitoring. They can also follow market announcements and company news in our markets section.

How-to Guides

Covering several areas of the Forsyth Barr website, these guides will answer questions you may have or inform you of features you may not have discovered yet.

Quick Links

Reset your password      Login to your account

View our website guide (PDF) or see below for our short and informative video guides.

Key Topics

How to reset your password   How to add an Investment Account      

Website Access

How to login to your account   How to set up a Watchlist   How to navigate the Markets & Research section

Client Investment Accounts

How to create an account   How to navigate your account   How to view your Transactions   

How to view your Portfolio   How to view or change your account details   How to change your online website profile and password

      

Still have a question regarding the Forsyth Barr website?
Speak with your Investment Adviser or email us at [email protected]

If you're new to investing or just have a question please call us: 0800 367 227