Adviser 'quick start' guide
Guides to help you get the most out of your Netwealth account.
Guides to help you get the most out of your Netwealth account.
Guides to help you get the most out of your Netwealth account.
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.
Learn how to use our mobile app to access your account on the go.
Manage the communications sent to your clients.
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 .
Create a seamless transition of assets into your client's Netwealth account.
Submit electronically signed applications via the secure document upload facility.
Help for amending cash settings, withdrawals and updating bank accounts.
Help for amending cash settings, withdrawals and updating bank accounts.
Information to help you maximise efficiencies during the busy year end.
Information to help you maximise efficiencies during the busy year end.
Help for managing fees and disclosures, discounts and releasing clients from fees.
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 efficiently and effectively invest with our range of investment options and research tools.
Learn how to make the most of our comprehensive reporting suite.
Learn how to make the most of our comprehensive reporting suite.
Ensure your Netwealth account is protected by understanding your Netwealth security features.
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.
Our friendly BDMs are happy to help if you need any assistance.