Your Netwealth security features

Creating and updating your password and other key security features.

Overview

Security features overview

This guide is for all users. 

Netwealth's password creation and reset facility has been designed to be user friendly and secure.

Using a combination of a secure password, security questions and two factor authentication, users are more likely to prevent fraudulent access to their accounts.

In this module we will cover:

Get started

How to get started

 

Before using this tool, consider:

If not, you will not be able to change your password. To set up online access follow the below steps:  

a) Complete and submit the 'Change of details form' located in Forms and Documents > Super or Wealth Accelerator (select the most appropriate depending on which account type is held).  

b) Under step 3: Update contact details for correspondence and transaction election, ensure an email address or mobile phone number is entered.  

c) Under step 4: Choose a level of online access, and a communication preference (note that email address will be default if an email has been added).

If you never created a password (or have forgotten your password) and your account was set up more than 120 days ago, you will need to call us on 1800 888 223 to have a Netwealth team member reset access.

Your username is emailed to you immediately after your account has been established. Usernames and other confirmation emails are always sent by contact@netwealth.com.au. You will also find your username on your Netwealth Welcome letter which was posted to you. If you still cannot locate your username, please call us on 1800 888 223 to obtain your username by answering a few security questions.

Your username is emailed to you once your adviser registration agreement has been processed. Usernames and other confirmation emails are always sent by contact@netwealth.com.au. If you still cannot locate your username, please call us on 1800 888 223 to obtain your username by answering a few security questions.

Your username will be found on the letter you received notifying you of your access change. Usernames and other confirmation emails are always sent by contact@netwealth.com.au. If you still cannot locate your username , please call us on 1800 888 223 to obtain your username by answering a few security questions.

How-to-guide

Creating a new Netwealth password

Important note: you can only set up your new password via the website, not via the mobile app.


Step 1: Navigate to the Login page


a) Navigate to the Netwealth website www.netwealth.com.au and click 'Login' at the top right of the screen.


b) Click 'Issue new password' located in the middle of the screen.

c) Enter your username, and mobile OR email address used to set up your account and confirm that you are not a robot. Click Next.

Advanced tip: If you are not able to move on from this screen, the details you are using do not match the records we have on file. We are either missing these details, or we have different contact details on file. please contact us on 1800 888 223 for assistance.

d) On clicking Next, a security code will be sent to you via mobile or email (depending on the identifier you chose to enter in step b). You will only have 15 minutes to use this code, after which time you would need to restart this process again.

e) Enter this security code and click Submit.


Step 2: Choose your new password

Enter your new password and click Submit. 

It must adhere to the following requirements:

  • Between 8 and 65 characters
  • Contain at least 1 uppercase and 1 lowercase letter
  • Contain at least 1 letter, 1 number and 1 special character
  • Not be a commonly used password (e.g. P@ssw0rd)


Advanced tip: 
Change your password regularly to protect your privacy and security.

  • A Netwealth team member will never ask you for your password in an unsolicited phone call or email.
  • Do not respond to any message that asks for your password.
  • Do not write your password down. If you must write it down, keep it safe in a place only you can access. Treat as if it were cash.
  • Change your password if you suspect something is amiss.
  • Verify your Netwealth account information from time to time, make sure your information is accurate and that no one has changed your data.


Step 3: Create your security questions

Enter two personal security questions by answering the randomly generated questions. And then click Submit. You can change these once they have been established for the first time (see below).

Step 4: Confirmation

Once you have successfully created your password, you will receive either a text message or email from Netwealth to confirm the change depending on the identifier used in step 2a.

If you ever receive a text message from Netwealth confirming a change that you have not requested, please call us on 1800 888 223.

 

How-to-guide

Resetting your Netwealth password

Important note: you can only reset your password via the website, not via the mobile app.

Step 1: Navigate to the Login page 

a) Navigate to the Netwealth website www.netwealth.com.au and click 'Login' at the top right of the screen.

b) Click 'Forgot your password' located about half way down the left hand side of the screen.​

c) Enter your username, and mobile OR email address used to set up your account and confirm that you are not a robot. Click Next.

Advanced tip: If you are not able to move on from this screen, the details you are using do not match the records we have on file. We are either missing these details, or we have different contact details on file. please contact us on 1800 888 223 for assistance.



d) Upon clicking next, a security code will be sent to you via mobile or email (depending on the identifier you chose to enter in step b). You will only have 15 minutes to use this code (after which time you would need to restart this process again.

e) Enter this security code in and click Submit.

f) Answer your previously established security questions, and then click Submit.

 

Step 2: Choose your new password



Enter your new password and click Submit.

  • It must adheres to the following requirements:
  • Between 8 and 65 characters
  • Contain at least 1 uppercase and 1 lowercase letter
  • Contain at least 1 letter, 1 number and 1 special character
  • Not be a commonly used password (e.g. P@ssw0rd)


Advanced tip: Change your password regularly to protect your privacy and security.

  • A Netwealth team member will never ask you for your password in an unsolicited phone call or email.
  • Do not respond to any message that asks for your password.
  • Do not write your password down. If you must write it down, keep it safe in a place only you can access. Treat as if it were cash.
  • Change your password if you suspect something is amiss.
  • Verify your Netwealth account information from time to time, make sure your information is accurate and that no one has changed your data.


Step 4: Confirmation

Once you have successfully created your password, you will receive either a text message or email from Netwealth to confirm the change depending on the identifier used in step 2a.

If you ever receive a text message from Netwealth confirming a change that you have not requested, please call us on 1800 888 223.

 

How-to-guide

Updating your account security settings

Step 1: Navigate to the security settings screen

When you are logged in to your account, you may update your security settings (either password or security questions) online by navigating to the person icon at the top right of the page.

Step 2: To change your password

a) Enter your current password.

b) Enter your new password twice to ensure the details are correct and click Submit.

c) You will receive a confirmation that the change has been made. If we have a mobile number on file, the confirmation will be via text otherwise an email confirmation will be sent.

Step 3: To change your security questions

When you log in for the first time with your new password, you will be promoted to set your security questions and answers that can be used down the track to verify your identity and allow you to reset your password online. To edit these:



a) Select the question you want to edit by selecting the edit pen.

b) Edit the question by replacing an existing question (from a selection in the drop down box) or change the answer to an existing question and click Submit.

c) You will receive a confirmation that the change has been made. If we have a mobile number on file, the confirmation will be via text, otherwise an email confirmation will be sent.

 

How-to-guide

Two factor authentication

As an additional protection against unauthorised access we have enhanced account security by offering two factor authentication (2FA) when you log in to your Netwealth account.

Step 1: Enabling 2FA on your Netwealth account

a) Download an 'Authenticator app' such as Microsoft Authenticator (used to demonstrate this process), to your mobile phone, via your phone application store: 



b) When you are logged in to your account, navigate to Security settings > Two-factor authentication (the person icon at the top right of the page) and select Two-Factor Authentication

c) Select to enable two-factor authentication and a QR code will be generated.

d) Open your Authenticator app and add a new account (see Microsoft Authenticator example below). Make sure to allow camera access.

e) Scan the QR code on the on the Netwealth Two-Factor Authentication page (see above) and the Netwealth account will be added to your Authenticator app (per the example below).  

f) Once added, a temporary verification code will be generated.

g) Enter this code into the verification code field on the Netwealth Two-Factor Authentication page and click Submit.


h) A notification confirms 2FA has been setup on your account.

 

Step 2: Logging in using 2FA

The next time you log in to your Netwealth account:

a) Enter your username and password.

b) When the following message appears open the Authenticator app on your phone. 

c) Select the Netwealth account to display the temporary verification code

d) Enter the code (within the code expiry time) into the login page and click Verify Code.

e) You will be securely logged in to your Netwealth account.

How-to-guide

Setting up and managing your mobile app PIN code / Touch ID


Once you have downloaded the mobile application (click here for instructions on how to download), the first time you log in to the app using your username and password you will be prompted to choose your preferred future log in method. Choose from setting up a 4 digit pin code or fingerprint Touch ID/facial recognition at this stage.

You can change these settings at anytime whilst logged in to the app. To update your mobile security settings: 

Step 1: Navigate to the security settings screen

Open your Netwealth app and;

a) At the top right of the screen, tap on the menu bar.

b) Tap settings.

c) Tap Log In Settings.

d) Set to log in via pin code, Touch ID or both.

 

Advanced Tip: If you forget your pin code, you may login to the mobile app by using your standard username and password by clicking on 'forgot pin or change username'.

If you have forgotten your username or password, you will need to open up a browser and follow the prompts outlined under 'issue new password' to reset your password.

 

Frequently Asked Questions

There are a number of security measures in place to ensure that password hacking attempts can be prevented. If you are locked out of your account, you will be notified on screen and will be required to contact us. Our contact team may ask you a number of security questions and check that the contact details we have registered against your account are correct before proceeding. Some of the reasons you may be locked out are 5 failed password attempts 5 failed security question answers Inactivity for 12 months or more You have requested that your online access be disabled When our team reset your password, it will reset your security questions as well. You will have 48 hours from resetting to complete steps 1-5 to issue a new Netwealth password. For further FAQ's, please contact us.

For security reasons, only an account holder can reset their password. Signed instructions cannot be accepted.

Try setting a password that has a minimum of 12 to 14 characters in length. A longer password would be even better. Password should includes numbers, symbols, capital letters, and lower-case letters. Try Using a mix of different types of characters to make the password harder to crack. Stay away from obvious dictionary words and combinations of dictionary words, and avoid common substitutions for example replacing an o with 0.

Want to see this feature in action?

For an in depth look at this great feature, or any of our other platform enhancements, request for one of our team to contact you.

Schedule a demo