Adviser Portal FAQ
Here are some frequently asked questions around using our Adviser Portal.
If you require further assistance please call us on 1300 421 060.
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Registration
You can register for access to the Adviser Portal here, and you will be asked to set a password and enter a one-time security code which will be sent to your mobile phone.
Please contact us on 1300 421 060 for further assistance.
Firstly, make sure you have clicked the ‘Send Code’ button. If you still haven’t received the security code, click the ‘Resend Code’ button.
If the security code still hasn’t arrived, please call us on 1300 421 060 as we may have incorrect details stored for you.
To protect your information we require two factor authentication each time you log in with a new device or browser, or after 30 days of being logged in.
Password
If you’ve forgotten your password while attempting to log in, click on the “Forgot your password?” link on the login screen and follow the instruction.
If you are already logged in and want to change your password, click on the menu below your name (on the top right corner) and select “change password” from the menu. Fill in the form on the page. You will remain logged in during this process. Once you have logged out, your new password will apply. Use your new password next time you log in.
Click on the “Forgot your password?” link on the login screen and fill in your email. Once submitted you should receive an email with a link enabling you to reset your password.
If you don’t receive an email, have forgotten your email address or think you’ve registered with a wrong email address, you will need to contact the support team on 1300 421 060 for further assistance.
If you don’t receive an email, have forgotten your email address or think you’ve registered with a wrong email address, you will need to contact the support team on 1300 421 060 for further assistance.
As a security measure, your account will be locked if you’ve entered an incorrect password 3 times or incorrectly entered a security code 5 times; wait for 15 minutes before attempting to log in again.
Client policy data
Once you’ve registered, if you aren't seeing your client data populated in the portal, you will need to contact the Support Team on 1300 421 060 for assistance.
Call our Support Team on 1300 421 060 to see if the registration details have been synchronised correctly.
Correspondence can take up to 48 hours to be available in the system. Your clients have to provide access to you to view their correspondence. There may be some instances where clients have not provided you this access and therefore you won’t be able to view their correspondence.
If you have started an online application and saved it, you can resume it from the homepage (clicking on the Allianz Retire+ logo), section Saved applications.
You will need to enter:
- Application ID (This will have been emailed to you when you first saved the application)
- Policy Owner/Account contact surname
- Policy Owner/Account contact email address
Navigate to the Clients page and trigger the menu at the top of the grid to select Submitted.
Submitted applications will be checked by our Operations team. This process can take up to 48 hours to complete, so log in at a later time to access your clients' applications.
Our support team is contactable on 1300 421 060.
We’re here to help.
Call or email us for assistance.
Any information on this website does not take into account your objectives, financial situation or needs. For personal financial advice please speak to your financial adviser. Products will be issued by Allianz Australia Life Insurance Limited, ABN 27 076 033 782, AFSL 296559.
Allianz Retire+ is the business name of Allianz Australia Life Insurance Limited. By using this website you agree to access this Financial Services Guide.
Allianz Retire+ is the business name of Allianz Australia Life Insurance Limited. By using this website you agree to access this Financial Services Guide.