Features
The CFS FirstWrap mobile app gives your clients a full view of their super, pension and investment accounts in the palm of their hand.
View their FirstWrap super, pension and investments on the go.
Get a full view of how their money is invested across accounts.
View their transaction activity and account balance over time.
Access their account securely with face and fingerprint ID recognition.
Download the app
Need help getting started?
View step-by-step video instructions and guides on how to download, register and start using the FirstWrap mobile app.
Latest FirstWrap updates
We are constantly looking at new ways to enhance the FirstWrap platform and improve the experience for advisers.
CFS TO LAUNCH A NEW WRAP PLATFORM
MCMA REPORTING SOLUTION NOW AVAILABLE
NEW SMS ALERTS TO YOUR CLIENTS
Disclaimer
Apple, the Apple logo & iPhone are trademarks of Apple Inc, registered in the U.S. and other countries. App Store is a service mark of Apple Inc. Google Play and the Google Play logo are trademarks of Google LLC.
Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 which includes FirstWrap Plus Super and Pension, and is the operator of the Avanteos Wrap Account Service which includes FirstWrap Plus Investments. The investment performance and the repayment of capital of AIL products is not guaranteed.
This document may include general advice but does not take into account your individual objectives, financial situation or needs. The Target Market Determinations (TMD) for our financial products can be found at www.cfs.com.au/tmd and include a description of who a financial product is appropriate for. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) carefully, assess whether the information is appropriate for you, and consider talking to a financial adviser before making an investment decision. The PDS, IDPS Guide and FSG can be obtained from your adviser, www.firstwrap.com.au or by calling us on 1300 769 619.
Your privacy is important
The privacy of your personal information is important to us. Any personal information collected will be dealt with in accordance with our Privacy Policy Statement, available at www.cfs.com.au/privacy or by calling us on 1300 769 619.