From your home page, simply click on an account number to view its details.
If you find that some of your investments are not displayed, please contact Client Services for assistance.
Once logged into Online Investor, simply click on ‘My Profile’ located at the top of the portal.
Fund transfers, redemptions and investments cannot be completed through Online Investor.
To redeem funds, visit the forms section in Online Investor and download a Redemption Form for the relevant fund. Alternatively, all forms can be downloaded on the UCA Funds Management website.
Additional investments can be made directly to your account using our BPay facility, by electronic funds transfer or cheque using the relevant fund Investment Form. Investment Forms can be downloaded from the forms section in Online Investor by via the All Forms and Brochures page on the website.
To transfer funds between your accounts, please contact us on 1800 996 888.
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If you are using Internet Explorer, you will need a PDF reader (such as Adobe Acrobat Reader) installed on your computer to view the PDF correctly.
You can install Adobe Reader for free via the Adobe Acrobat Reader website.
If viewing the PDF on a mobile device, you may need a PDF reader installed to view it correctly. To download a PDF reader on your mobile device, visit the iTunes or Google Play store.
To view a spreadsheet correctly, your computer or mobile device will need spreadsheet software installed, such as Microsoft Excel, Google Drive or Numbers.
To download a spreadsheet app on your mobile device, visit the iTunes or Google Play store.