Skip to main content

Adviser & InvestorServe

Manage your personal or client's investments with Fidante via our online portals. 

Access a wide range of self-service options online. View and manage your portfolio holdings, view transaction history, download statements and see the progress of your online application(s).

Adviser & InvestorServe Help

For all login enquiries, help or to setup a new AdviserServe login, please contact:

Phone: 1300 737 760 

View or download the user guide for detailed help on accessing AdviserServe.