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.
You should have received a “Welcome to Automic” email from Forager Funds Management on Monday 5th February 2024 (FISF) and/or Wednesday 19 June 2024 (FASF). This email shows your SRN or contains a link where you can download a holding statement to view your SRN
Please note that each separate entity investment you have (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
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: