Its easy to take control over the communications that Netwealth send you and your clients with our simple-to-use communication settings function.

To turn off letters that you do not want us to send to you, or to manage the communications we send to your clients via their preferred communication method:   

Step 1: Navigate to Business settings > Communication.

Step 2: Select your adviser code.

Step 3: Decide what letters to turn off (or leave on) for you and your clients. Any letters that cannot be turned off will be greyed out.

Step 3: Save your changes.

Step 4: Repeat this process for each of your adviser codes.

To learn more, or organise a demo, contact us.