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How do I access my WealthSelect quarterly Managed Portfolio Service (MPS) reports?

This step-by-step summary explains how to access WealthSelect quarterly Managed Portfolio Service (MPS) reports online. MPS reports are generated quarterly for your clients and include a current valuation, commentary from the portfolio manager, detailed performance information and a summary of any changes made to the portfolio.

Date: 26 October 2022

1 minute read

What you’ll need to get started

  • Have online access to the client record.
  • The account must be invested in the Managed Portfolio Service (MPS).
  • If you’re attempting to access the latest report, you should have received notification that the latest MPS quarterly reports are available.

Read time: 1 minute

Accessing WealthSelect quarterly MPS reports: Step-by-step

1. From the homepage click on the ‘Tools’ tab and launch the Managed Portfolio Service reports tool.

  • From here you can search for specific reports using the filter options.
  • Combine multiple reports by ticking the boxes next to them and clicking the ‘Consolidate’ button.

Show how to access WealthSelect quarterly MPS reports

2. Click on the ‘Report’ icon next to the report to download and view it.

  • The report is also made available via the client’s document library.

Show the location of the report icon

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