Wealth Accelerator Forms

From 1 January 2021 Wealth Accelerator has replaced Investment Wrap. These forms and documents apply to clients who previously held an Investment Wrap account.

Disclosure documents & other information
Opening an account & making deposits
Information for Wholesale Clients
Withdrawing from your account
Changing investments in your account
Updating adviser details
Updating your account
Tax information and sample tax statements
Netwealth documents

* Online functionality exists. If you choose to undertake a transaction by completing the form, rather than transacting online, then the offline transaction fee may apply.

For more information on how to get online access please call 1800 888 223.

If you have any questions or wish to lodge a complaint please CLICK HERE