Log on to FirstNet Adviser and select ‘Open new account’.
We know every minute is valuable. Save up to 80% of time for your next FirstChoice account with our new client onboarding experience.*
Straight-through processing^ with digital consent
Say goodbye to scanning and uploading forms with simple and secure digital consent through two-factor authentication.
One-time data entry
Up to 15 supplementary forms automatically selected and pre-populated.
All in one go
Create multiple accounts for a client in one go.
Use AdviserLogic, Midwinter or Xplan? You can also link your financial planning software to pull through client data.
Getting started is simple
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Step 1
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Step 2
Select ‘Get started’ and agree to the terms of use.
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Step 3
Follow the prompts to integrate with Midwinter, Morningstar, AdviserLogic or Xplan. Skip this step if you don’t wish to integrate or use a different financial planning software and start using the new client onboarding experience.
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Step 4
Search for your clients and open new FirstChoice Super, Pension or Investment accounts using pre-populated client data from Midwinter, Morningstar AdviserLogic or Xplan.
Integration in action
Getting started
"There are significant time savings”
We had no trouble pulling through the info... the information it had for the client was perfect. We loved the fact that direct debit is there, we didn't need to go in and out of everything. There are significant time savings.
Yvette Peucker,
Head of Operations Direct Wealth
October 2023
“This makes FirstChoice a no brainer”
The best way to reduce risk of mistakes is to remove human interaction with data. It’s really easy to see validation as it highlights missing fields. The pre-filled documentation and ease of downloading/uploading what you need was a nice touch. It looks like FirstChoice is getting to be a step ahead.
Reuben Haines,
Head of Operations Life Sherpa
October 2023
“It's all done for you”
The integration takes out so much time, like checking the TFN, checking this, checking that. Making mistakes by doing it manually can be embarrassing when you need to ask the client to resign documents. It holds up the process and is costly. FirstChoice client origination is now so much easier than competitor solutions.
Belinda Barclay,
Experienced Financial Adviser
October 2023
Unleash in ways you never thought possible
Get in touch
For technical enquiries contact us
8:30am – 6pm AEST Monday to Friday.
Adviser use only
* Source: CFS. Reducing FirstChoice account set up time by up to 80% is an estimate based on setting up two FirstChoice Wholesale Personal Super and a joint FirstChoice Wholesale Investment account for a family client.
^ Straight-through processing for account origination, additional admin tasks such as direct debits, rollovers, and applying different processes will require manual intervention.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Colonial First State FirstChoice Superannuation Trust ABN 26 458 298 557 and issuer of FirstChoice range of super and pension products. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the responsible entity and issuer of products made available under FirstChoice Investments and FirstChoice Wholesale Investments. While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL, CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This document provides general information for the adviser only and is not to be handed to any investor. It doesn’t take into account anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS and FSG can be obtained from www.cfs.com.au or by calling us on 13 18 36.