Connect Broker Portal

The portal is a secure online platform designed for financial advisors and pension clients of Newcourt.  Through the portal the financial advisor will be able to submit applications, review client’s pension contracts and submit tasks/enquiries and monitor pension activity efficiently.  Clients will be able to review their applications and pension information and access up to date pension values.

Access is granted to authorised Brokers who hold a valid regulatory authorisation and agency agreement with Newcourt Retirement Fund Managers Ltd (NRFM).  Also to all Clients who hold an active Pension Contract with NRFM.

Yes, the portal is available 24/7, except during scheduled system maintenance or upgrades.

Registration is typically initiated via an invitation from Newcourt. If you wish to request an invitation please email businesssupport@nrfm.ie

Yes, multiple users can be set up for an organisation, subject to approval and defined access levels.

Use the “Forgot your Password” option on the login page to reset your credentials securely.

We are committed to ensuring that our new portal is accessible and usable for all users.

If you or your client experience any difficulty accessing or navigating the portal due to a disability, please contact us directly at businesssupport@nrfm.ie or 01-8280091. We will be pleased to arrange an appropriate alternative application process and provide any necessary assistance without delay.

Should you require any further clarification, please do not hesitate to get in touch.

Pension details, asset records, fund values, tasks and applications, pension documentation, depending on your role.

Asset values are updated in line with valuation cycles and may not reflect real-time market movements.  Working Bank account values are updated daily and will typically display from prior working day.

Yes you can view working bank account transactions in the portal. This is updated on a daily basis.

You can access documents through the “My Clients Area” of the portal.

Yes, subject to data protection and access permissions.

Yes, certain listings and information can be exported. Where available, a download button will be clearly displayed.

Authorised users can submit updates for personal details under Profile.

Some changes are automatic; others require administrator approval.

Through encryption, secure authentication, and role-based access controls.

Yes, including applicable data protection and pension regulations.

Yes, for audit and regulatory purposes.

Yes, where permitted by law and NRFM policies and procedures.

Chrome, Edge, Firefox, and Safari.

Call us on 01 8280091 or email Businesssupport@nrfm.ie