For Clients

Resetting Your Password

You can reset your Desktop Broker password directly from the login page.

Steps to reset your password

1. Click Reset Password on the login screen.
2. Enter your registered email address.
3. Click Reset.
4. Follow the instructions in the password reset email to create a new password.

Account Locked?

If your account has been locked due to multiple incorrect password attempts, please contact our support team for assistance.

• Live Chat (9:15am to 6:30pm, Monday to Friday, Sydney time)
• Phone: 1300 726 177 (8:00am to 5:30pm, Monday to Friday, Sydney time)

Obtaining or Resetting Your Trading PIN

If you require a Trading PIN or are unsure whether one is required for your trading plan, please contact your financial adviser.

Your adviser can confirm whether a Trading PIN is required and provide further guidance.

PIN Locked?

If your PIN has been locked due to multiple incorrect attempts, please contact us via:

• Live Chat (9:15am to 6:30pm, Monday to Friday, Sydney time)
• Phone: 1300 726 177 (8:00am to 5:30pm, Monday to Friday, Sydney time)

Identity Verification Requirements

Before a PIN reset can be completed, you will be required to complete identity verification, including:

• A one-time password (OTP) sent to your registered mobile number.
• A series of security questions.

Please ensure your phone and account details are readily available before contacting us.

For Advisers

Resetting Your Password

You can reset your Desktop Broker password directly from the login page.

Steps to reset your password

1. Click Reset Password on the login screen.
2. Enter your registered email address.
3. Click Reset.
4. Follow the instructions in the password reset email to create a new password.

Account Locked?

If your account has been locked due to multiple incorrect password attempts, please contact our support team for assistance.

Phone: 1300 726 177

Obtaining or Resetting Your Trading PIN

Your Trading PIN is automatically sent to your registered email address after your Desktop Broker registration has been successfully completed.

I have forgotten my PIN

If you have forgotten your Trading PIN or your PIN has been locked due to multiple incorrect attempts, please contact us via:

• Live Chat (9:15am to 6:30pm, Monday to Friday, Sydney time)
• Phone: 1300 726 177 (8:00am to 5:30pm, Monday to Friday, Sydney time)

Identity Verification Requirements

Before a PIN reset can be completed, you will be required to complete identity verification, including:

• A one-time password (OTP) sent to your registered mobile number.
• A series of security questions.

Please ensure your phone and account details are readily available before contacting us.

Important Information

• Passwords and PINs cannot be provided by email.
• Identity verification must be completed before any password, or PIN reset can be processed.
• Passwords and PINs cannot be reset for inactive or closed Desktop Broker accounts.
• For security reasons, only the account holder or authorised user can request a password or PIN reset.