Accessing your investment information

We understand that the end of the financial year is a busy time for investors, and having convenient access to your investment details is essential.

To ensure a smooth experience during this critical period, we kindly request that you follow the instructions below to access your online portal:

Registering for InvestorServe

In February, the information for registering with InvestorServe was sent in a Welcome Letter. If you do not have this information to hand, please contact Boardroom on 1300 374 029 (within Australia) or +61 2 8023 5464 (outside Australia) or email Kilter@boardroomlimited.com.au for assistance.

Register for investorServe by completing the following steps:

Please note: only the Primary Contact for your unitholding can register for access to InvestorServe. Advisors experiencing issues accessing their client’s accounts are advised to contact Boardroom for assistance. 

1. Visit https://www.investorserve.com.au/ and select ‘REGISTER NOW’
2. Input the details of your [FundName] holding, including:
   • Issuer – Kilter Investments Pty Ltd
   • Holding type – Unit Trust
   • Reference Number – your unique Unitholder Number. Please refer to your Holding Statement to obtain your Unitholder Number
   • Holding Name – Please refer to your Holding Statement
   • Postcode
     OR
     Country Code (if outside of Australia or New Zealand)

3. Select “Request security verification” and complete the security verification prompts;

4. Enter verification code sent as an SMS to your mobile or emailed to you;

5. Set up your username, password and security questions;

6. Select ‘ACTIVATE ACCOUNT’ to set up your account.

Linked Holdings

If you have more than one unit holding in Kilter Investments Pty Ltd and would like to view and manage the administration of multiple holdings with a single login, please select “Linked Holdings” in the left menu bar, click “Add Holding / Investor” and follow the prompts.

Investors who currently manage other investments on BoardRoom’s InvestorServe can simply link their Kilter Investments Pty Ltd holdings to their existing BoardRoom account.

Assistance and further information

Please click here to access the InvestorServe User Guide.

If you require assistance setting up your InvestorServe access or if you have any questions about your holding, please contact Boardroom on 1300 374 029 (within Australia) or +61 2 8023 5464 (outside Australia) or email Kilter@boardroomlimited.com.au.

What information does InvestorServe provide?

InvestorServe is the online investor portal that provides you with a wide range of online self-service options to manage your holdings and personal information such as the ability to link, consolidate, and view your investments through a single login; view and manage your personal information, including contact details and banking information; and access online statements and other holding information (distribution details, transaction history, etc). You will receive a notification when new statements (or other documents) become available on InvestorServe.