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My Plan Manager 
client portal

Trusted by almost 50,000 clients and their supporters, My Plan Manager’s client portal, available via web and app, is the convenient way to stay on top of your NDIS plan funding.

Join now and access our client portal

What can I do in My Plan
Manager’s client portal?

My Plan Manager’s client portal makes sure you know what funding you have, how much you’ve spent, what you’ve spent it on, and when you’ll hit your budget – all important parts of life for new NDIS participants.

Our client portal (web and app) is like having My Plan Manager’s team of experts right there with you – 24 hours a day, seven days a week.

Whether you’re at home or on the go, you can use our client portal to:

View your NDIS plan budget

See what funding you have in your NDIS plan, neatly categorised by your support types, right down to the cent.

Submit invoices and claims for reimbursement

Send claims straight to us for processing and let the portal file them so you can see the details and payment status instantly and in the future.

Receive alerts when payments are processed

Know who’s been paid, when they’ve been paid, and how much.

Track your spending

Track how much you’ve spent, what you’ve spent it on, and how much you’ve got left – all in real-time.

Stay in control – receive spending limit notifications by SMS

Reserve funds to spend with your providers of choice and receive spending limit notifications by SMS.

Generate monthly reports at the click of a button

Get documentation for your records in seconds.

Getting started with My Plan Manager’s client portal

Let us shine a light on your budget, so you can see what you’ve got and how to spend it. Here’s how to get started with our client portal:
<p>Step 1: <span style="text-decoration: underline; color: rgb(0, 0, 0);"><a style="color: rgb(0, 0, 0); text-decoration: underline;" href="/join">Join us as a client</a></span></p>

Step 1: Join us as a client

Step 2: Let our team members know if you’d like any of your supporters – like family members, friends, or support coordinators – to have access to the client portal too.
Step 2: Let our team members know if you’d like any of your supporters – like family members, friends, or support coordinators – to have access to the client portal too.
Step 3: We’ll set up client portal access, and let you know when you can log in!
Step 3: We’ll set up client portal access, and let you know when you can log in!
Excited to see inside our client portal? Take a sneak peek below.
Client portal tourPortal tour for PACE plans

Why choose My Plan Manager’s client portal

When we developed the first-ever plan management client portal, we faced questioning looks. But we didn’t let that stop us. After all, why shouldn’t our clients and their supporters be able to access a tool to make managing their funding easier?

 

Our clients love our client portal because it’s:

<h3>Purpose-built</h3>

Purpose-built

Designed with you in mind, it has every feature you need to stay in control of your plan spending.

<h3>Convenient</h3>

Convenient

Accessible on all devices, it can go wherever you do – and give you information in real-time.

<h3>Innovative</h3>

Innovative

Supporting anti-fraud technology, it helps us protect your funds from non-compliant invoices and potentially fraudulent claims.

‎

I absolutely love My Plan Manager – they help with even the slightest question you may have and don't make you feel like a burden for asking. I love the constant communication when providers submit their invoices, and knowing they're paid right away. I use the client portal to keep track of funding – it's so easy to check.

Carmen (Mum of My Plan Manager client, Dominic)

Get My Plan Manager’s mobile app

To make things super easy, so you can access your budget and spending information whenever you need it and wherever you are, our client portal has a mobile app too. It’s available for both Apple and Android devices.
Get it onDownload on the App Store

Frequently asked questions about My Plan Manager’s client portal and mobile app