Your self-service options

To access your account you’ll need to log in to FirstWrap investor access, using your username and password. If you have not registered for investor access, please contact your adviser or FirstWrap Service and Support on 1300 769 619 who can set this up for you. 

It’s important to make an informed decision because a withdrawal request can’t be amended once it’s processed. Please speak to your financial adviser to understand how a withdrawal could impact you, the amount of tax you pay and any government benefits you have.

To make a withdrawal, please complete a withdrawal form for your account. You can download a copy of the withdrawal form from your online investor access or by speaking to your adviser. 

For Pension accounts, you can choose to receive your withdrawal as a lump sum, an additional payment over and above your regular one, or as a rollover to another institution.

For Investment accounts, your adviser may be able to process a payment via our secure platform to a nominated bank account linked to your FirstWrap account.

For Super accounts, please select the relevant condition of release you meet or complete the super fund details for a rollover on the super withdrawal form.

You can update your contact details or account details by using the change of account details form available from your online investor access. The completed form can be e-mailed back to firstwrap@cfs.com.au or posted to our office. If you have an adviser linked to your account, they can also provide it to us. If you do not have online investor access, please speak to your adviser or call us on 1300 769 619. 

To find out where your money is invested, please log in to FirstWrap investor access. You’ll be taken to your account details where you can see your investment holdings. 

This shows how your money is invested across a range of asset classes such as cash, shares, property and fixed interest.  

You can manage your investments by speaking to your financial adviser who can place investment trades for you. If you do not have an adviser linked to your account, please complete the manual trade forms available under the forms section in your FirstWrap investor access.

You’ll need to assess whether the information is appropriate for you.

Consider talking to a financial adviser before making any decisions regarding your investment