Milford Investor Login Procedure As part of our
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1. In this instance please click the Login icon on the homepage and select PIE Funds to be taken to the Login page directly MILFORD Welcome to fitford ivan STEP 3 Once you have successfully self registered or been registered and clicked on the icon shown above the following screen will appear gt MILFORD Investor Login Please enter your User ID and password into the boxes on your screen If you have been provided with a temporary password by us you will need to enter this Your password is case sensitive please check your capslock is not accidentally on You will then be taken to the below screen STEP 4 This screen prompts you to change your password Please enter the current temporary password into the Current Password box then set your new password in the below two New Password boxes Passwords must be 8 characters in length minimum alii MILFORD unts Summary Con Logout Change Password Pease emer a new password wae D Comert Passo New Pasmnord Confirm New Password ote pensmceds muat eat leat 8 characters length Sabri Gorcel STEP 5 Once the Password has been changed you will see the below screen confirming the password change From here please click on Account Summary to go to your account summary page Accounts Summary espondenc Hep ContactUs Logout Password Change Complete Your password has been changed Ple2. by clicking on the Open as PDF link on the top right p alin a MILFORD Accounts Summary Correspondence Help ConiactUs Logout ACTON weet ere Range Fiter Transaction Statement E F hast 3 Months Last Months Last Year C Custom Range Sera Other Paver from Tel May A e oaos on Mi transactions by Date ate Transaction ice is vate 22 05 2014 Regular application 300 09 Acie Gt 22488 90590 200 00 03 08 2014 Reoular soplaon 200 09 Mi ative Gath 22612 ansans 200 00 At any point to return to the summary page click on the top left hand Account Summary within the blue header line Should you make a deposit please note it will take three working days to view the transaction online You would make a deposit on day one it would show in our account on day two and we would then process the deposit on day three the funds will be reflected in your account STEP 11 There is also a correspondence tab next to the Accounts Summary tab When you click this tab copies of any correspondence specific to your portfolios are kept in this tab for example your Tax statement or monthly portfolio report gt lt x MILFORD Accounts Summary Correspondence Hep ContactUs Logout Date Toe Product Account Number 108 2014 Unit Trust Monthly Report July 2014 Mitford Funds Limited 9ja 2014 wiSaver account monthly report July 2014 Mier Kier Scheme 7 2014 iviSaver account monthly report June 2014 Mitford Kiwi
3. Saver Scheme 81712014 Unit Trust Muothly Raport June 2014 Milford Funds Limited 5 6 2014 KiwiSaver account monthly report May 2014 Mira KiwiSaver Scheme 51512014 KiwiSaver account monthly report April 2014 Milford KiwiSaver Scheme 23 4 2014 KS Annual Member Statement Tiara Kitana Sehat 17 4 2014 Pie Tax Cerificate Mafard Funds Limited If at any stage you have any issues with your online access or have any questions please feel free to contact us on 09 921 4700 or email us on info milfordasset com and we will assist you
4. ase click n the Acccunts Summary likeat the tap left oF the sean to continue STEP 6 Once you click onto Account Summary you will be shown the below screen Here you can check the personal details noted against your account If you wish to change anything you can click on the update details button circled If you update your details online please note you will not be able to see the change reflected in your account for 48 hours gt N MILFORD Accounts Summary Camespendencs Help ContactUs Logout Personal Details Change Paseward ani accounts Macoun Type tank Accounts Summary produa Fund Unc Paces Unie Balance Gross Value iferd KiwiSaver Scheme Milord KiwiSaver Active Growth Fund isos 22754 8208 1203 1867674 STEP 7 To access your account in more detail please click on the ML account number under the Account Summary header STEP 8 The below page is your Account Summary page To view the transactions more clearly click on the Transactions button on the top right alin fg eae MI Account Details a as a ior asser Management itor Fundi Limbad uA info milfordasset com ies cent a E Primary Owner T MameD Uibe Goss PETT eat Total 211466 726 2103035 STEP 10 In the Transactions page you can select the date range you wish to view in the date boxes at the top of the page then clicking on the submit button You can also export the whole statement into a PDF and view it on your computer
5. y Ne MILFORD Milford Investor Login Procedure As part of our investors experience Milford offers the ability to log in and view your Milford investments To access our Investor Login service please go to our website www milfordasset com First time users will need to self register to gain access to the Investor Online system Please go to Step 2b if we have registered on your behalf STEP 1 0n the Milford Asset Management home page please click on the Register icon and select PIE Funds PIE Funds MILFORD Mitford PIE Funds STEP 2 After clicking on the Registration link you will be taken to the page below You need to submit your first and last name IRD number no dashes or additional zeros and email address that you used on your application form alla MILFORD Seg Register ranama D saama emar a Sart Conca You will need ready access to the email address used to register If you have issues with submitting this information please contact us on 09 921 4700 as we can register on your behalf and provide your User ID and a temporary password which you can then reset If you did not record an email address on the application form you will need to contact Milford so we can register for you STEP 2b We can also register on your behalf quite easily and are happy to assist you here If we register on your behalf you will receive User ID and password information from us
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