You can find SMA codes on your client's portfolio valuation in Adviser Online, or from the SMA PDS.
To find a client's portfolio valuation in Adviser Online:
- Log in to Adviser Online
- Search for your client's account number or name via the global search bar
- Click the Portfolio Valuation tab.
You can use the APIR code to find redemption times for SMAs on Adviser Online.
- Log in to Adviser Online
- Select Go to Wrap Online from the top right-hand corner of the page
- Click the dropdown bar under Quick links
- Select Wholesale fund information.
Once on this page, search the SMA in the APIR Code section.