91ºÚÁÏ

At 91ºÚÁÏ, we believe in the power of great advice—and the advisers who deliver it.

Welcome to the 91ºÚÁÏ Adviser Portal—your gateway to help you manage client servicing with greater efficiency and security.

Simple and easy to navigate, the portal puts everything you need at your fingertips. Advisers can register online with 91ºÚÁÏ, making the process quick and easy.

Registered advisers can initiate a nomination request via the Adviser Portal that goes directly to the client to approve online.ÌýÌý

Once nominated, transact on behalf of your clients with confidence—from contributions to investment switches and withdrawal benefit quotes.

Your support staff can access the portal too, ensuring seamless collaboration.

Built with two-factor authentificationÌý and direct Xplan data feeds, your client data stays protected and up to date.

Clients can approve transactions instantly via the 91ºÚÁÏ App or Member Online—no paperwork, no delays.

View Centrelink payment schedules, manage contributions, and track action requests—all from one intuitive dashboard.

Switch investment options, manage non-lapsing binding beneficiary nominations, and keep your clients’ plans on track.

Image of the Advice Relationships Team – or a map of Australia indicating where we have dedicated business development managers.Ìý

Our national team of Business Development managers are here to work with you every step of the way.

Our phone based advisor solutions team are also on hand to help when you need.

The 91ºÚÁÏ Adviser Portal is built to support you—and your clients.

Discover more at aware.com.au/adviser.

Welcome to this video on how to register online as an aware Super Adviser in just a few simple steps.Ìý

First, ensure your Licensee is registered with us. The Licensee you are authorised to provide Financial Advice Services on behalf of must have a valid Licensee Agreement in place with us.Ìý

Secondly, please have your adviser details on hand.

You’ll need your Licensee details, along with your ASIC Financial Adviser Authorised Representative number.Ìý

Then head to www.aware.com.au/adviser and click on the Register Now button.ÌýÌý

Enter your registered licensee name, and AFSL number.Ìý

Read and agree to the terms, then click continue.ÌýÌý

The licensee search results will display on screen. Please confirm the details are correct. If they are, please click on Yes, these details are correct button to proceed.ÌýÌý

On the next screen enter your ASIC financial adviser registration number – make sure your details match those on the ASIC register.ÌýÌý

Click next to continue Ìý

On the next screen enter your personal details.ÌýÌý

Please make sure that your details match your legal identification.ÌýÌý

Once you have completed and checked all the fields are correct click next.

On the next screen please enter your practice detailsÌý and click next.

A summary screen will then appear.ÌýÌý

Please check that all the details are correct, then read and agree to the terms and conditions by clicking the box then click Confirm.ÌýÌý

Your adviser registration application has been successfully submitted.Ìý

Adviser registrations typically take about 2- 5 business days to complete.ÌýÌý

You will receive an email notifying you when your registration is complete.ÌýÌý

If you need to make any changes, please contact us rather than submitting a new request - you will need to quote your reference number, so please make a note of it.Ìý

f you need any assistance, please contact the Adviser Solutions Team on 1300 046 615, Monday to Friday 8:00 am to 5:30 pm (AEST/AEDT), or alternatively you can email us at adviserservicing@aware.com.au

Welcome to this video on how to request an adviser nomination in the 91ºÚÁÏ Adviser Portal.Ìý Ìý

For advisers to be able to request an adviser nomination online, the client you are requesting to nominate you must an 91ºÚÁÏ member who has registered for access to Member Online.ÌýÌý

To get started head to www.aware.com.au/adviser and login to the Adviser portal.

Select ‘Activities and reports’ from the navigation menu, and then select ‘Link existing member.'

Then read and accept the terms and acknowledgements and select continue.ÌýÌý

The authority details will then display – please read the details and press continue.ÌýÌý

Then enter the details of the member that you would like to link – you will need to enter their 91ºÚÁÏ member number; their last name and date of birth and press continue.ÌýÌý

It’s important to note these details must match the member details we have on record for the nomination request to proceed.ÌýÌý

A declaration screen then appears, please read this and select OK.Ìý

In the review and confirm screen check the member details, and acknowledge the declaration by selecting the tick box, and then select submit.

If the member details are found, a success message displays and an action is created for the member in Member Online by selecting the Member Actions dashboard button.Ìý

When the member logs in to Member Online, they will receive a notification that they have an outstanding action.ÌýÌý

The member then selects the My actions link to be taken to the request details.ÌýÌý

The details of the adviser nomination are displayed in the ‘my actions’ dashboard. This includes the licensee’s name and AFSL, the adviser details along with an explanation of what the adviser authority permits.ÌýÌý

To approve the nomination the member needs to confirm they have read and understood the declaration by selecting the tick box, then the declaration will display. Once the member has read the declaration, they will need to select the close button.ÌýÌý

If the member is happy to proceed, they simply select the approve button.ÌýÌý

The member is then asked to confirm their approval be selecting ‘yes’ in the approve pop up box.ÌýÌý

The adviser nomination has then been successfully set up.ÌýÌý

The approved nomination will then appear in the Adviser Portal as Approved in the member actions dashboard.ÌýÌý

If you need any assistance, please contact the Adviser Solutions Team on 1300 046 615, Monday to Friday 8:00 am to 5:30 pm (AEST/AEDT), or alternatively you can email us at adviserservicing@aware.com.au.

Welcome to this is your step-by-step guide to setting up a client data exchange feed from 91ºÚÁÏ’s Adviser Portal to your Xplan software.

First, log in to the adviser portal at aware.com.au/adviser.

Once logged in, navigate to the ‘My Info’ drop-down menu and select ‘Set up data exchange’.

The set-up data exchange screen displays the status of the data feed. To set up the data exchange service, toggle the switch from inactive to active.Ìý

Your username will pre-populate with your 91ºÚÁÏ Adviser ID. Your username will automatically fill with your 91ºÚÁÏ Adviser ID.

Create a password that meets these criteria:

- 12 to 20 characters

- At least one upper-case letter

- At least one lower-case letter

- Only letters and numbers, no special characters

Then, acknowledge the declaration and privacy policy, and click Register now.

After submitting, a pop-up will appear advising you to complete the process by entering 91ºÚÁÏ Adviser ID and password into your Xplan software.

Next, we will go through the steps on how to register your 91ºÚÁÏ Advisor ID in Xplan.

In your Xplan account, navigate to the Advisor Mappings page by selecting Admin Menu, then Integration, then System Data Feeds.

Click on Mappings, then Advisers.

To add a new Adviser ID, click ‘Add Mapping’ at the top right.Ìý

On the ‘Add External Adviser ID’ page, select 91ºÚÁÏ from the Provider drop-down.

Enter the required details and click Save.

You will be returned to the External Adviser Mapping List.Ìý

If you have multiple registrations that you need to perform, select the ‘Add more 'option before you click save.

Once this process is complete, you’ll be able to view your 91ºÚÁÏ client details in Xplan from the next available business day.

You’ve successfully set up the client data exchange feed from 91ºÚÁÏ’s Adviser Portal to your Xplan software.

Need help?

Contact the Adviser Solutions Team on 1300 046 615 or email email adviserservicing@aware.com.au.