Investor 'quick start' guide 

Guides to help you get the most out of your Netwealth account.

Welcome to Netwealth

This guide is for investors. 


The purpose of these guides is to help you get the most value out of your award-winning* online investor portal. View the online guides below, or download our operating guides to cover the fundamentals and help you start using your account features the right way. 

 

Get started

Information to help you get up and running with your Netwealth account.

Mobile app

Learn how to use our mobile app to access your account on the go.

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Issue your password

Create your new Netwealth password. 

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Your investor dashboard

View Netwealth accounts, annuities, bank balances and more. 

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You portfolio holdings

View your portfolio and holdings the way you want to.

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Your portfolio charts

View and analyse your holdings through reports and charts.

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Search transactions

View historical or pending transactions that impact cash.

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Become a power user

Transactions you might be interested in.

Amend your bank account

Add or amend a withdrawal bank account.

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Download reports 

A comprehensive range of reports that help analyse your portfolios.

Learn more 

You may also be interested in

Access more information related to your account.

Super guides

Access forms and information for your Netwealth superannuation account.

Learn more

Wrap guides

Access forms and information for your Netwealth investment account.

Learn more