Guides to help you get the most out of your Netwealth account.
The purpose of these guides is to help you learn the key functionality of your account, important transaction dates and how to use the Netwealth platform for your clients.
If you have not used us before, learn how to:
If you have a code but it's your first time logging in, the below information has been curated to help you get up and running with your Netwealth account for the first time.
Guided tour of Netwealth's online adviser portal.
Create your new Netwealth password.
Learn how to use our mobile app to access your account on the go.
Manage the communications sent to your clients.
Analyse your business performance via 40+ customisable reports.
View and analyse your remuneration payments.
Learn how to set-up and send BGL financial data for your clients.
Information for opening up a Netwealth account for your clients.
Complete your first online application with help from one of our experienced Training Managers .
Book a demo now
Create a seamless transition of assets into your client's Netwealth account.
Submit electronically signed applications via the secure document upload facility.
Remember to link family accounts online.
Help for amending cash settings, withdrawals and updating bank accounts.
Information to help you maximise efficiencies during the busy year end.
Help for managing fees and disclosures, discounts and releasing clients from fees.
Learn how to efficiently and effectively invest with our range of investment options and research tools.
Learn how to make the most of our comprehensive reporting suite.
Ensure your Netwealth account is protected by understanding your Netwealth security features.
Guided tours for making the most of Netwealth's online tools and functionality.
A summary of Netwealth's most useful tax-time features to help maximise efficiencies.
Lucy Gaff, TRM, provides time-saving tips including; tax optimisation, fixed term fees, cash settings and more.
Learn how to streamline how you manage external assets with Xwrap.
We’ve brought together our most frequently asked questions to help you learn more about Netwealth’s product and services, and key functionality.
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A selection of guides to help you learn the key functionality of your account, important transaction dates and how to use the Netwealth platform.
View how to guides
We constantly enhance our platform to include a wider product offering, improved managed account service, better reporting and more.
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Our friendly BDMs are happy to help if you need any assistance.
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