Financial advisers and authorised representatives help

Our user guides provide step-by-step instructions for financial advisers and authorised representatives completing transactions in ASIC Connect.

We provide two options for following our user guides:

  • PDF documents which include screenshots and
  • HTML text of the PDF document.

Where available we include an additional video tutorial for some options. 

Signing up and using ASIC Connect

Appoint an authorised representative and/or adviser

Register a financial adviser

Update details of an authorised representative and/or adviser

Cease an authorised representative and/or adviser

Removing an authorised lodger

What is an ASIC key?

Your ASIC key is a unique number used in ASIC Connect that helps us establish your identity and protects your business information by making sure only you and those you have authorised can access it.

Learn more about ASIC keys

What is a corporate key?

A corporate key is an 8-digit number uniquely associated with a company’s ACN. Your company needs only one corporate key.

Learn more about corporate keys

What is an invitation key?

An invitation key is a unique key to register for, or connect to an entity in, the ASIC Regulatory Portal.

Learn more about invitation keys 

What is an industry funding security key?

Your industry funding security key is a unique number used to launch an online transaction in the ASIC Regulatory Portal that will enable us to calculate your final industry funding invoice. You will be prompted to submit business activity metric information on the operation of your business in the previous financial year.

Learn more about industry funding security keys

Last updated: 29/11/2023 01:33