Investor 'how to' 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 (Wealth Accelerator / Super Accelerator) 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.

Download the mobile app

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

Learn more

Issue your password

Creating and resetting your password and other key security features.

Learn more

Your investor dashboard

View Netwealth accounts, annuities, bank balances and more. 

Learn more

Your portfolio holdings

View your portfolio and holdings the way you want to.

Learn more

Your portfolio charts

View and analyse your holdings through reports and charts.

Learn more

Search transactions

View historical or pending transactions that impact cash.

Learn more

Become a power user


Transactions you might be interested in.

Amend your bank account

Add or amend a withdrawal bank account.

Learn more

Download reports 

A comprehensive range of reports that help analyse your portfolios.

Learn more 

Cash withdrawals and payments 

Learn how to make multiple withdrawals from your Netwealth account every day.

Learn more 

How to contribute, and other important account information

View further information on operating your account.

Super Accelerator

To learn how to contribute to your Super account, click here.


For more information about the operation of your Netwealth superannuation account, view our information guide.

Information guide

Wealth Accelerator

To learn how to contribute to your Wealth account, click here.


For more information about the operation of your Netwealth Wrap account, view our information guide.

Information guide

Can't find what you're looking for?

If you would still like assistance our consultants are happy to help.

Contact a consultant