Viewing your Portfolio Holdings

Please refer below regarding changes to Login Access > Trading

You may call our office Sydney 02 9233 2433 or Melbourne 03 9601 6800 to assist with your initial Login, or

follow the link, enter your USER ID as Username and Password. Click ‘LOGIN’.

If successful, you will be prompted to reset your password and follow prompts.

1. Terms and conditions

   Tick box to T+C, FSG, ETO PDS

   Click Continue

2. Select ‘No I am not a professional investor as defined above’.

   Click Continue

3. Create new Login Password

   Click Continue

4. Create your Trading PIN

   Click continue twice, you are then logged in.

If unsuccessful, click ‘Forgot password’ and follow the prompts.

If you receive a further message (re email address/mobile number not being noted), please call our office - Sydney 02 9233 2433 or Melbourne 03 9601 6800 -  to assist.

We apologise for any inconvenience caused.

Kind regards,

Sonia Xerri

Chief Operating Officer

JOSEPH PALMER & SONS

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