La Trobe Direct is our online investment platform. You can sign up for your La Trobe Direct account online, anytime.
Once you have a La Trobe Direct online account, you can seek to make an invest in our investment products* and manage your La Trobe Financial investment portfolio online when it suits you.
To help potential investors take full advantage of our investing website, we have assembled a collection of guides and videos to assist you with the sign up and investment process.
(* Subject to successful completion of the Customer Questionnaire and specific product requirements. These guides and tips are for information purposes only and do not constitute financial advice. Before investing, please read the Product Disclosure Statements and TMDs.)
Video Guides and Tips
The Full Journey – From Start To Finish
This video guides you through the entire sign up process and shows you what to expect, and what to do^ at each point.
(^ Please note that these guides do not provide any guidance in relation to the selection of specific products or completion of the Customer Questionnaire. Please review the Product Disclosure Statements and TMDs available on our website before investing.)
1. Getting Started – Getting to La Trobe Direct
Our guide to the fastest ways to get to La Trobe Direct.
2. Signing Up (Registering your online account)
At the end of this stage you will receive an email asking you to verify your email address. This is a critical step as you will need to click the link we sent in order to continue.
The email often takes a few minutes to arrive. If the email doesn’t appear in your Inbox within 5 minutes, please be sure to check your SPAM or Junk folders. Click on the link within the email and you will be taken back to the La Trobe Direct website to complete your registration.
3. Adding Your Personal Details
After you have verified your email address, you can log in and complete your account registration. You will be taken to the Personal Details page. Be sure to enter all of the required information, and click Continue to move to the Confirm Your Identity page.
4. Confirming Your Identity
As part of the sign up process, you will need to verify your identity. You can do this online by providing any of these ID types – Australian Drivers License, Australian Passport or Medicare Card. You can also choose to send us certified copies of any of these, but please note that you will not be able to login to your online account until your ID has been verified by our team. There is more information in our FAQ Section below.
5. Selecting A Fund & Choosing Your Account Type
Once you’ve completed the sign up process and logged in, you’ll need to select a fund and an online account type. Our Australian Credit Fund includes our 12 Month, 2 Year, 4 Year or Select Investment Accounts and our Classic, 90 Day and 6 Month Notice Accounts. Our U.S Private Credit Fund relates to our US Private Credit investment option.
You can choose from a Personal Account, a Corporate Account, a Joint Account or a Self-Managed Super Account. If you choose Corporate, Joint or SMSF each person involved will also need to verify their identity.
Book An Onboarding Call
If you’re having trouble, we can help. Book a call back and we’ll call you to help you through the sign up process.
6. Selecting An Investment Product & Investing Funds
Once you have selected an account type, you can select the investment product you would like to invest in. Within this process, you are required to complete a Customer Questionnaire. Each product has its own questionnaire. Note that if you do not successfully pass the questionnaire you will not be able to invest in that specific product.
If you successfully complete the questionnaire, you can invest funds into your selected investment product. You can choose to invest now or schedule the investment for later – and you can even create a recurring “set-and-forget” investment schedule to keep your investment growing.
The Customer Questionnaire
The Customer Questionnaire is a quick but important step in the selection process. The questionnaire is primarily intended to ensure that you fall within the intended target market of the selected investment product. If you successfully complete the Customer Assessment Questionnaire you can invest funds into your selected investment product. Note that each product has its own questionnaire.
7. Accessing My Online Account
You can log into your La Trobe Direct account online at any time and manage your portfolio online. La Trobe Direct is accessible directly, via latrobedirect.com, or from our main website – www.latrobefinancial.com.au.
Adding a Qantas Frequent Flyer Number
To register your Qantas Frequent Flyer number, click on your member name at the top right of your screen, select the My Profile link and scroll down to the Our Partners section. Make sure you have Qantas selected from the Select a Partner drop down. Enter your Frequent Flyer number and click the Update Partners button.
Then click Go Back and click Save to return to the main member dashboard.
