Welcome to the C&B Portal! If you are already a verified client and have already set your password from the welcome email, log into the portal here. From here you can see your holdings at a glance.
To keep things simple, you can think of the Portal and the overall interface in three components;
Side navigation menu
Top navigation bar
Main view
No matter which screen you dive into, the side navigation and top navigation will always stay the same.
Side navigation bar
From top to bottom;
Button | Description |
Portfolio | Your home screen within the Caleb & Brown Portal. To learn more about this view see our help article here |
Wallets | The Drop-Down button includes
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The Drop-Down includes
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A historical view of all transactions since your time with Caleb & Brown, including buys, sells, and swaps. You can download transaction history via the export summary. See here for detailed instructions. Here you will also see any open target orders that are close to target price. To learn more about the transactions page see our help article here | |
The Drop-Down includes
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The Caleb & Brown Refer A Friend Program is a promotion where existing clients can refer new clients to Caleb & Brown and earn rewards for successful referrals. To learn more, see our help article here. | |
Research | Download our House View research report. |
Submit feedback | We want to hear about all the things you would like to see so get in touch using this form to provide your feedback. |
Opens the settings page and shows:
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Logout | Logs you out of the platform |
Top navigation bar
From left to right;
Button | Feature |
Your Broker | This is your broker. Click here to view all his contact details and to get in touch for all your needs. |
Notification bell | Clicking this will reveal your notifications |
Support | This navigates you to our digital helpdesk (where you are currently reading this article). |
Profile | Opens a pop-up where you can access:
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Whenever you're ready, you can click below to get started with your registration.
If you have any questions, or you need assistance completing the registration form, you can ask our Support Specialist team through the Chat button in the bottom right corner of the webpage.
You can also call our support help desk on +61 1800 849 149 (Australia) or +1 (844) 494 6515 (International), from 9am to 5pm (AEST), or request we call you back by submitting an enquiry on our website.