Your Portfolio Online

To set up access to your portfolio online 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

APPLY ONLINE TODAY!
You can now apply online for the Balanced and Dynamic Funds. 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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