Adviser 'quick start' guide
Guides to help you get the most out of your Netwealth account.
Get started
If you have not used us before, learn how to:
If you have a code but it's your first time logging in, the below information has been curated to help you get up and running with your Netwealth account for the first time.
Download the mobile app
Learn how to use our mobile app to access your account on the go.
Manage your client communication settings
Manage the communications sent to your clients.
Set-up data feeds for Class or BGL clients
Learn how to set-up and send BGL financial data for your clients.
Application process
Information for opening up a Netwealth account for your clients.
Application
Complete your first online application with help from one of our experienced Training Managers .
In specie transfer assets
Create a seamless transition of assets into your client's Netwealth account.
Electronically signed applications
Submit electronically signed applications via the secure document upload facility.
Cash management
Help for amending cash settings, withdrawals and updating bank accounts.
- Setting automatic sell down instructions
- Configuring cash settings
- Making an additional cash or asset contribution to an income stream
- Setting up a new income stream
- Making a withdrawal or third party payment
- Making one-off pension (income stream) payments or amending income stream amounts
- Updating a nominated bank account online
EOFY tax tools
Information to help you maximise efficiencies during the busy year end.
Fees and fee management
Help for managing fees and disclosures, discounts and releasing clients from fees.
Investing
Learn how to efficiently and effectively invest with our range of investment options and research tools.
Reporting
Learn how to make the most of our comprehensive reporting suite.
Security
Ensure your Netwealth account is protected by understanding your Netwealth security features.
How-to videos
Guided tours for making the most of Netwealth's online tools and functionality.
Taking control of tax time
A summary of Netwealth's most useful tax-time features to help maximise efficiencies.
Pro time-saver tips for Netwealth users
Lucy Gaff, TRM, provides time-saving tips including; tax optimisation, fixed term fees, cash settings and more.
Online help and support
Knowledge centre
We’ve brought together our most frequently asked questions to help you learn more about Netwealth’s product and services, and key functionality.
How to guides
A selection of guides to help you learn the key functionality of your account, important transaction dates and how to use the Netwealth platform.
Product updates
We constantly enhance our platform to include a wider product offering, improved managed account service, better reporting and more.
Can't find what you're looking for?
Our friendly BDMs are happy to help if you need any assistance.