Automic Account for all Forager Investments
You can now set up an account with Automic, where you can view and link all of your Forager investments, including any investments you may have in the Forager Australian Shares Fund, also under Automic.
You should have received a “Welcome to Automic” email from Forager Funds Management on Monday 5th February 2024. This email contains a link where you can download a holding statement. You can view your new Holding Number (SRN) for FISF on this statement.
Please note that each separate entity investment you have in FISF (eg: individual, trust, SMSF) will have a different SRN.
REGISTERING FOR AUTOMIC
Follow the below steps in order to set up your account with Automic
-Go to Automic’s registration page and click “Register”
-Select “Forager International Shares Fund” in the Company Name Field
-Enter your SRN (found by downloading the holding statement from the above mentioned welcome email)
-Enter part of your entity Holding Name
-Enter your Postcode or, if outside of Australia, your Country of Residence
-Tick the ‘I’m not a robot’ box and click ‘Next’
-Set up your Username and Password
LINKING ACCOUNTS
Your different investing entities will only link under Automic if the Entity Name and address matches exactly. If this is not the case, you will need to submit a request to link other entities. The steps to do this are outlined here, or follow the below instructions:
-Once logged into Automic, on the Portfolio page, click the ‘Add Holding’ button on the top right-hand side of the screen
-Search for FISF and enter the SRN of the additional Investing Entity (SRN found in the holding statement within the above mentioned emails)
-Once you click ‘Submit Request’, Automic will approve within 48 hours of submission
Contact us on 0493 597 303 or at [email protected] if you have any questions.