What is the Investor Portal?

CCI Asset Managements's Investor Portal provides you with real-time portfolio access, allowing you to keep up-to-date with your financial information anywhere, and at any time.

Through the Investor Portal, you'll have 24/7 access you can:

  • View and download your account balance
  • View your investment details
  • View and download your transaction history
  • Generate and download statements
  • View and download End of Financial year documents
  • Export transactions and balances to Excel

Income Trust & Catholic Values Trust Investors


Investor Portal FAQs

To get started, you’ll need to use your Investor Number and unique registration code to activate your profile. Once you have entered this information you’ll be prompted to provide an email address and password to finalise your registration. After you have completed this process and your registration has been confirmed, you’ll be able to use your email address and password to access the system going forward. Can’t find your registration code? Give our team a call on 1300 655 220 and they will be able to locate this information for you.
If possible please refer to a previously emailed Holding Statement which are generally emailed on the third business day of every month. Alternatively, please phone CCI Asset Management on 1300 655 220 and our team will be able to assist you.
Yes, you can use a separate email account, however, you must have access to it to complete the registration process.
If you have more than one account name and wish to use one email address, you will be prompted to contact client services by the online portal. Otherwise, please contact 1300 655 220 so that our team can arrange this for you.
Yes, all account owners will receive a separate communication with their own unique registration code. This means each individual is able to set up a profile which provides them with online access. However, each owner will be required to use a different email address as their username.

Please refer to  this  document for instructions on how to do this. 

These are closed accounts which show the investments that you were previously invested into. Please refer to  this  document for clarification.

Please refer to  this  document for instructions on how to do this.