We’ve developed a range of guides and videos to demonstrate how to complete all functions in our new investor portal, from changing your details to making an investment. Here we outline what each guide shows you, and how to access our Help & Guides section.
The Help & Guides section can be accessed through the Southern Cross Partners website as well as through the investor portal.
To access the guides through the website: start by hovering over the investments tab along the top bar of the website. A dropdown menu will appear. Click on the second to last option ‘Investor Portal Help Guides.’ This will take you to where our PDF guides and how-to videos are housed.
Here you can watch the videos and download the PDF guides and save them to your device for easy reference.
To access the guides through the portal: once logged in, there is a tile on the home page called ‘portal Help and Guides’. This will take you to the section where our PDF guides and how-to videos are housed, the same as the website.
Below is a breakdown of what our how-to series covers:
How to view investment opportunities
Here you will find how to navigate the current investments section including how to sort the list by different categories, and how to view more information about a certain loan.
You can find the PDF guide here and the video guide here.
How to read an investment listing
This guide follows on from the ‘how to view investment opportunities’ section. Here you are walked through the available information provided for every investment opportunity. This includes definitions of some important terms.
You can find the PDF guide here and the video guide here.
How to invest in a loan
Once you have decided on an opportunity to invest in, this guide shows you how to make an investment. This also shows you how to invest if you have multiple On Call accounts and how to pre-order investments.
You can find the PDF guide here and the video guide here.
How to deposit funds
There are multiple ways to find Southern Cross Partners’ trust account number on the investor portal. This guide shows you where to find this information, such as our trust account number and what information to use as a reference.
You can find the PDF guide here and the video guide here.
How to check your current investments
The My Investments section on the portal houses all of your investment information. This guide shows you how to view details of all your investments including the property/loan details, as well as your interest payments, tax, and latest On-Call account statements.
You can find the PDF guide here and the video guide here.
How to get a repaying loan repaid
Funds from a repaying loan will be placed in your investor On Call account or you can request a repayment to your designated bank account. This is done via email, and we demonstrate the process in this guide.
You can find the PDF guide here and the video guide here.
How to exit an investment by selling it
You can exit an investment early through the Secondary Market. If you do wish to exit an investment before it repays, this guide is a step-by-step process you can follow.
You can find the PDF guide here and the video guide here.
How to update your details
This guide shows you how to find and update all of your personal details in the portal. Please note that any changes made in the My Details section need to be approved by a member of Southern Cross Partners’ team before they are updated in the portal.
You can find the PDF guide here and the video guide here.
How to log in or reset your password
Use this guide as a reminder on how to access the new portal. It also shows you how to reset your portal password if you have forgotten it.
You can find the PDF guide here and the video guide here.
