Accessing the Client Portal

The IDEAL Plan Management client portal puts the power of choice in your hands. Available for NDIS Participants, representatives, and Support Coordinators, the platform connects you with the information you want, when you want it. Monitor your invoices and budget spending, access statements, and more!

Need to register?

Participants / Representatives

Step 1 Activation - Get your account activated. This will happen automatically after you sign up with us.

Step 2 Registration - You'll receive an email confirming your account has been activated. Follow the link to access our client portal's login page. Hit 'register' and fill in the necessary details to complete registration.

Step 3 Verification - Lastly, we just need to verify your email address. We will send through a verification email to confirm that the email address that you registered with is the correct one.

Support Coordinators

With our client portal, Support Coordinators have their own login where they can manage all their Participants under one account.

To grant you access to your account, we will just need:

  • an email with your contact details
  • confirmation of some of the Participant's details for security purposes

After you have done this, we will send an activation email and you can proceed to register.

Once you have an account, you will be able to view the funding information for all Participants you have with us. If you would like to get access to the funding information for a new Participant, please just give us a call.

How to use our client portal

Want to know more about how our client portal works? Check out the tutorials below about how each of our 6 different sections can be used.

My Profile

My Plan

Claims in Progress

Payment History