Overview

Online investment funds

Existing investors

Help for our existing customers

We understand how important it is to keep an eye on your money – that’s why we make it easy for you to manage and track your investments. Plus, you’ll find answers to your questions and useful information about our products in our support centre.

Your Annual Customer Report (ACR)

You may have noticed that you’ve received your Annual Customer Report (ACR) earlier than usual. The information in your ACR is still relevant and accurate.

We’ve taken on customer feedback about improving your ACR and look forward to sharing our new design with you next year.

The Annual Customer Report (ACR) is provided to Nationwide investment members paying for Ongoing Service (OGS).

It provides a summary of the member’s Nationwide portfolio, including their holdings, portfolio performance, and attitude to risk captured at their last review.

How can we help you today?

Log in to the Investor Portfolio Service (IPS)

With IPS you can buy and top up Investments or switch Investment funds. You can use IPS if you purchased an Investment before 31 December 2012 via a Financial Planning Manager or have purchased a Nationwide Online Investment fund.

Login to IPS

Log in to the Personal Finance Portal (PFP)

With our Personal Finance Portal you can top up or switch your Investments and monitor their performance. You can use PFP if you invested through one of our Financial Planning Managers and are paying for our Ongoing Service.

Log in to PFP

Not sure which system to use?

Learn about our Investor Portfolio Service and Personal Finance Portal, see how you can manage your investments, and download useful forms.

Visit our support centre

Top-up your existing investment fund

Find out how to top-up an existing investment fund.

Top up today

Got a question about your investment?

If you need any information about investment products through Nationwide or you're trying to find a product we no longer sell.

Visit our support centre

Want to see how our funds have performed?

Find out how funds have performed in the past in our investments support centre. Past performance is not a guide to future performance.

Find historical fund information

Need to know more about Ongoing Service?

Try our FAQs and guide to the Personal Finance Portal.

Find out more

Visit our investment support section

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