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Frequently Asked Questions

If your question does not appear here, please email your questions/comments to iservices@morgans.com.au.

Answers

I'm not a client of Morgans. How do I get access to your client site?

To access our client facilities, including research reports, you must first become a client. Speak with an adviser in your nearest Morgans office and they will be able to arrange trial access. If you would like to find out more, please contact us.

What is the upgrade process?

You can find a detailed step-by-step summary in our quick reference guide section.

I've forgotten my password and login details. What do I do?

Password reset of web account prior to upgrade (you last logged in using an account number)

If you have forgotten the password of your web account, ensure that you have access to the email address stored against account.

  1. To reset your password, click here
  2. Enter the account number used the last time you logged in and hit 'submit'
  3. An email containing password reset link will be sent to the email address stored against your old web account
  4. Click the reset link – enter a new password and 'submit'

Password reset via website using email address (following account upgrade)

  1. To reset your password, click here
  2. Enter your email address
  3. If a web login exists in an upgraded state with the email address entered, a password reset link will be sent to that email address (i.e. assumes you have forgotten password to an upgraded web login) – select the link, answer your secret Q&A and enter your new password.
  4. You can now login using email address and new password. N.B. If there are no upgraded accounts with the email address entered, you will be prompted to contact your Morgans adviser.

I've forgotten my email address or I don't have access to my email inbox. What do I do?

Please contact your Morgans adviser. Your adviser will reset the account and an email will be sent to the new email address containing an 'Account Upgrade' link.

You can click on the link and complete upgrade process (password & secret Q&A). Let your adviser know if your email has changed so it can be updated.

I am having problems with the size of the text on your site. How do I fix it?

To increase or decrease the magnification of a web page, press the Ctrl button and '+' (plus) button to zoom in or Ctrl and '-' (minus) to zoom out. To return the page to its original size, press Ctrl and '0'. You can also scroll the mouse wheel up and down while holding Ctrl to increase/decrease zoom level.

I am using Internet Explorer 8 and getting an error when viewing the homepage or searching for an office. How can I fix this?

We have identified that this issue may be related to the fact that you do not have the latest security update from Microsoft. Firstly, confirm whether you are using Internet Explorer 8 [Click on 'Help' and then 'About Internet Explorer' or the blue circle with the ? at the top of the browser].

If you are using Internet Explorer 8, follow the steps below to download and install the required Microsoft security update:

  1. Visit the Microsoft website
  2. Select "Download" and follow the prompts to install the update. [Note. It may require you to restart Internet Explorer.]
  3. Try the Morgans website again after completing the installation. Hopefully the issue is fixed.

If the problem still exists, please contact us for assistance. Alternatively, consider upgrading to the latest version of Internet Explorer from the Microsoft website.

I'm having problems logging into the client website what do I do?

If you have never had a login you can apply for one by submitting the form on the Request a new web account page.

If you have forgotten your password please, reset it here. 

If you believe you are using the correct username and password but still can't log into the client website please contact our support team on 1300 787 543 or email iservices@morgans.com.au.

If I can't login what information do you need from me to determine the cause of the problem?

Your name, Morgans account number, email address, phone number. Your Morgans account number appears on confirmations (ie contract notes) and previous reports. We will need to ask a series of questions to confirm your identity for security purposes.

What is the preferred browser for accessing the client connect website?

The client website supports Internet Explorer (9 and above), Firefox (3 and above), Google Chrome (44 and above), and Safari (3 and above).

My browser page gave me warning that the client website has an outdated security system. Is it safe to use the new website?

The client website has been designed and configured to maximise the protection of client details. It has been reviewed by independent security consultants for security risks and is safe to use. If you are still concerned please contact our support team on 1800 141 103 or email iservices@morgans.com.au 

How do I access Wealth+ reports?

All reports for your Wealth+ account are available through the new client connect website. Please login via the homepage and navigate to Portfolio > Reports.

How do I download contract notes from the website?

It is not possible in the initial version of the website, please contact your adviser to obtain a copy. This feature is high on our priority and will be available in our next update.

How do I change my account details - address / email / phone numbers on the client website?

Access the quick reference guide section to know more about how to change account details via the client website. You must have answers to your secret questions ready if you want to change account details. You can request changes across multiple accounts at the same time. Your request will go to your adviser to verify before being updated in our systems.

Why am I not able to change my registration address?

Clients will not be able to edit the registration address for Wealth+ accounts.

What is an Adviser Blog?

Adviser blog is an informal update from your Morgans adviser. Your adviser can choose to subscribe you to his blog. Clients will then see an 'Adviser Blog' button in the floating adviser bar and as a menu item within the 'My Adviser' section. Those that are not subscribed will not be able to access the blog.

What is 'Request a call' feature?

This generates an email to the adviser and also creates a "Call back request" within Morgans Customer Relationship Management System. Adviser will endeavour to call you at the time you have requested.

Where do I get more information about the Client Website / App and its functionality?

Please visit our quick reference guides section for more information on our website and mobile app.