Html IRESS Online Access

XPlan Client Online Access

NOTE: Your Username and Password are case sensitive. Please ensure you do not have popups blocked, for your login to work correctly. All ex-Blackswan Equities Clients should use the XPlan Client Online Access Login above.

Register for Access

You are required to register separately to access our Online Portfolio and Research pages. Please refer to the Research tab for Research Access registration.

Important: Access is limited to current Euroz account holders. If you do not have an account with us and would like to find out more about becoming a Euroz client, click here.

Please complete the request form below and an email will be sent to you confirming your User ID and Password in due course. Alternatively you may contact All mandatory fields are indicated by an asterisk *

Associated accounts you wish to have access to via Euroz Online Portfolio Service.

Access Terms

Euroz Hartleys Securities Limited Limited (“Euroz”) has arranged for portfolio access (“the Portfolio System”) to be provided to you by IRESS Limited (“IRESS”). These Access Terms set out the basis upon which you may have access to the Portfolio System and by submitting the Portfolio Access Request you agree to be bound by these Access Terms with respect to your use of the Portfolio System.

1. Compliance with IRESS Terms and Conditions
You must comply with any terms and conditions that are imposed by IRESS with respect to your use of the Portfolio System.

2. Right to withdraw or suspend access
Euroz reserves the right to withdraw or suspend your access to the Portfolio System at any time.

3. Manner of use
3.1 The Portfolio System is only for your use and, other than for purposes associated with the administration of your financial affairs, information that is available from the Portfolio System must not be disclosed to any other person or entity.
3.2 You are responsible for the security of any passwords or other Logon ID that is used to allow you to have access to the Portfolio System. If you are aware of any unauthorised use of this information you must notify Euroz immediately.

4. Liability and Indemnity
4.1 Euroz is not liable to you for any loss, damage, cost or expense whether direct or indirect, consequential or economic (and whether or not caused by Euroz’s negligence or the negligence of a third party) which arises in connection with:
(a) Euroz acting in accordance with these Access Terms;
(b) your use of the Portfolio System including the Portfolio System or any part of it being unavailable; or
(c) the accuracy of any information that is made available to you from the Portfolio System.
4.2 You agree to indemnify Euroz for all liabilities, losses, damages, costs and expenses sustained or incurred by Euroz as a result of your use of the Portfolio System and/or failure to comply with these Access Terms.