Your participant portal
Check your budgets and see what is happening with your invoices, without waiting for a report or calling to ask. Valid, correctly submitted invoices are processed within 1–2 business days.
Opens in your phone's browser — nothing to install
What you can do in the portal
Budget balances by support category
See what each part of your plan holds and what is left, without asking anyone for a report first.
Spending history
Every transaction against your plan, so you can check what was claimed, when, and by which provider.
Invoice visibility and status
See the invoices we have received and where each one is up to, rather than hearing about a problem from your provider.
Low-funding alerts
The portal flags when funding is running low, so you can see it before a provider tells you an invoice did not go through.
Statements you can download
Download a statement to keep, to take to a plan review, or to share with a nominee or support coordinator.
Works on your phone
Access it in your phone's browser — there is nothing to install and no separate app to keep updated.
Access, privacy and getting help
Portal access is set up once your plan management is active with us. Illustrations on this page show the kind of information available to you — they are not a live account.
Access is individual to you, and you can choose to share statements with a nominee or support coordinator. How we handle your information is set out in our privacy policy.
If you would rather ask a person than look it up, that is completely fine — call us on 0405 589 006 or email admin@forwardplanningplus.com.au.