With the new mobile app you can view your portfolio, its performance, and more on the go. See your wealth anytime, anywhere. See wealth differently. Learn more
Manage your super and investments using market leading portfolio and transaction tools.
Detailed holdings information
Link super and investment accounts together, including family members to get snapshot or detailed views of your portfolio.
Online share trading
Buy and sell listed ASX securities, including ETFs and certain warrants as well as international securities from multiple international exchanges.
Managed funds and term deposits
Buy and sell over 300 managed funds, Managed Accounts models and term deposits from three leading banks.
Pension and benefit payments
For super funds, automate payment of benefits and pension payments into selected bank accounts.
Income reinvestment
Select which assets income will automatically be reinvested in.
Tax management tools
Use LIFO, FIFO or parcel selection when selling investments to get the best tax outcomes
Review all elements of your portfolio, including income, capital movement, taxes and fees, and gain new insights and opportunities via our comprehensive range of reports.
Powerful reports and charts
Access a comprehensive range of reports and online charts. View portfolio performance and asset allocation, individual asset movements and income and run your tax reports. Report at an individual or view all family linked accounts.
Cash transaction listing
Drill down and view the details of every transaction that impacts the cash account in seconds. View dividends and other income, fees, taxes, contributions, and other transactions in and out of your account.
Notifications and tasks
Don’t miss out on important activities with tasks and notifications. View impeding corporate actions, term deposits that are maturing and more.
See investments in a completely new way with access to some of the best available research data and tools on local and international markets.
Managed funds research
Get the latest research data and commentary to search and compare managed funds and managed account models. See performance data, costs and use powerful filtering tools to identify funds by manager and asset classes.
ASX data and research
These tools will help you keep up-to-date with changes in the Australian stock market, with access to prices and market depth charts on individual stocks, as well as the ability to set up personalised stock watchlists and stock alert email notifications.
Manage your super and investments like the professionals do using Netwealth's technology platform. Rated no.1 for overall satisfaction* by wealth professionals, our users identified customer service, value for money and technology as key reasons for using Netwealth. With your Netwealth account, you get access to the award-winning Netwealth platform, and many of the same tools used by wealth professionals, to manage your wealth your way.
One of our experienced client consultants can discuss how our investment and superannuation solutions can best meet your needs.
Contact a consultantFor those who would like to see the platform in action, we can schedule a suitable time to give you a demo of technology and provide you an overview of your options.
Get in touchNot ready to open an account today? Why not open a free research account and get access to ASX data, watchlists and managed funds research.
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