Your Portfolio Online

To set up access to your portfolio online, please fill out the following form:

Client Name:

Address (as per your current Aegis mailing address):

Please provide me with access to the following Portfolio(s):

Client Identification hints (for the purpose of identifying yourself when requesting password resets EXAMPLE: HINT: pets name ANSWER: Rover):

HINT: ANSWER:

Phone Number:

Email Address

Your password will be forwarded to you via email

Alternatively, click on the link below to download the Client Portal Set Up Request Form: Portfolio Online Application Form

Complete this form and send to:

Diversified Investment Strategies Limited
PO Box 105142
Auckland 1143

Email: vicki.watson@diversified.co.nz

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Your Portfolio Online



JOIN ONLINE – IT’S EASY!
Join the Balanced or Dynamic Funds online today Click here for an online application form and click the below “risk profile questionnaire” if you need help working out your risk profile.
Risk Profile Questionnaire
Click here to begin risk profile questionnaire.
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