Once you’ve logged in to Institutional Insight, you can view latest portfolio details, and print or download a snapshot of investment details.
Don’t’ have a password?
Call our Distribution Services team on 1300 658 766 to set up your account.
What can I access
Clients invested in pooled trusts
- historical balances
- transaction histories
- unit pricing
- performance information
- fund distributions (if applicable)
Special features for registered users:
My Briefcase allows you to exchange documents with BlackRock in a secure environment.
My Alerts keeps you abreast of the latest on Institutional Insight by notifying you when new information is available.
Clients invested in segregated mandates
- a valuation summary for a segregated portfolio
- month end gross and net portfolio value
- summary showing the relevant accrued expenses and taxes, details of any cash flows which took place over the past month, and the previous month end net market value of the portfolio.
Consultants
- once logged in, you can access your clients’ portfolio information
