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Managing Your Portfolio

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Your Adviser and Accolade Services Team will help you achieve your financial goals,  but they make no decisions and take no action without consulting you first.

Your Accolade Services Team will coordinate the maintenance of your portfolio details and generation of your individual reports. This Team will be available to answer any queries you might have.

If you do not have the time, expertise or inclination to actively manage your own share portfolio, then our Accolade Plus service may be for you. 

Accessing Your Portfolio Details

When you want up-to-date information on your portfolio and its performance, you can access it via our Online Accolade service. This gives you access to all the important information associated with your portfolio, including portfolio valuations, transactions and income.

For further information select Patersons Online.

Find out more about the Accolade Service

If you have any queries regarding  the Service or wish to take advantage of it immediately, please contact your Adviser or Contact our Accolade Services Team online. Altenatively, you can call them on FREE CALL 1800 626 709.

 

IMPORTANT NOTE: This is general advice only and does not take into account your objectives, financial situation and needs. Before acting on this advice you should consider its appropriateness having regard to all your personal circumstances.