Useful tips for our Premium Report, Private Wealth, SMA and SMSF clients.
We hope you will find our new website easier and more intuitive to navigate. In this page, we want to summarize some of the changes and the new navigation path of some of our most frequently visited pages.
Getting started: Navigating our Website with Ease
What you will gain from this webinar:
1. Navigation and Features – Learn where all the Rivkin content you enjoy is from Virtually Live to Morning Market Wrap and more.
2. Login and Account Information – See how easy it is to log in, review and change your account information, and how to update your notifications to only receive communications from Rivkin on the topics you want.
3. Supplementary Rivkin Services – If you are subscribed to Rivkin Private Wealth, SMSF, Managed or Trading accounts, we’ll make sure you know exactly how to access your account and what to expect from the service.
4. Information Series – In anticipation of our website release, we have curated a series of videos and articles for our members that our presenters will point out the location of, that members can refer back to.
5. Tips to keep in mind – Get the most out of the Rivkin Report with all the tips and tricks to make your online experience as seamless as possible.
Important Notice:
Rivkin does not ever provide personal financial advice. Please consider your own circumstances before purchasing any of our products or acting on our general advice, for any Rivkin product or recommendation.
Past performance is not a guarantee of future performance. Investing and trading carry financial risk, when judging performance please consider the different types of investments and levels of risk associated.
How do I find my account balances?
If you are a Rivkin Private Wealth client or you have investments in Managed Accounts you can:
- Click on the Private Wealth tab in the upper left corner of the website
- And then click on My Private Wealth tab
If you are an SMSF client:
- Click on the SMSF tab in the upper left corner of the website
- And then click on My SMSF
Troubleshooting for account balance display: if you are having any issues with seeing your investments please do not hesitate to send us an email to [email protected] for us to reconnect your accounts. The issue will be resolved in the next 24 hours.
How do I access my Rivkin Trading accounts?
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Rivkin Stock Broking Account: click on the CMC login page
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Rivkin Trader Account: click on the Saxo Bank trading page
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Separately Managed Accounts (SMA): click on the Apex Managed Account login.
I want to access Momentum and Value Strategies
Momentum and Value (both ASX and US) strategies are sub-strategies of the Growth Portfolios. When you click on the ASX or US Growth Portfolios you will see which strategy contributes to each of them. As the majority of our clients have been following the Growth portfolios, Momentum and Value will not be published separately any longer.
