How it works
Each fund gets
its own email address.
Sign up, add your funds and send each one its address. When a fund emails a statement, we process it and your portfolio updates, usually within a minute.
Create your accountFour steps
From your fund's email to your portfolio.
- 01
Add your fund
Name the fund and we give it a private email address, with a short letter asking the fund to send its statements there.
- 02
Your fund emails Wealth MS
Statements and notices go to that address as the fund issues them. You can also forward them yourself.
- 03
We process it
We record the valuations, capital calls and distributions in each document against your holdings.
- 04
Your portfolio updates
Values, returns and capital calls update, usually within a minute. We let you know when something new arrives.
Questions
Before you start.
What if a fund won't add the address?
Forward its emails to the fund's Wealth MS address yourself. We process them the same way.
What if a figure is unclear?
It waits for you to confirm it, which takes one tap, before it is added to your portfolio.
Can I see the original statement?
Yes. Every statement and notice is kept, filed by fund, and each figure links to the document it came from.
Can a fund send its data directly?
Where a fund can, we build an API integration with it on request, and we add more as we partner with more funds. To ask about one of your funds, write to hello@wealthms.com.au.