Portfolio dashboard

View your Netwealth accounts alongside annuities, bank balances and other personal portfolios. 

Overview


Portfolio dashboard

This guide is for investors. 


Netwealth's online portfolio tools provide annuity, super and investment account holders the ability to view and analyse their accounts and holdings. There are three Portfolio tools available:

  • Dashboard
  • Holdings
  • Charts

In this module we will cover the features available on the dashboard tab. 

How-to-guide

Portfolio dashboard

Once logged in, you'll see the Portfolio dashboard, which is divided into two sections:

a) My Accounts

b) My Tasks 


a) My Accounts

This section lists all Netwealth accounts (and annuities), and their cash and net value position, plus and any added external assets (non-Netwealth) accounts.  

Reference Action Details
1 Add External Bank Accounts

To add or manage an external bank account:

a) Select Add Account > Bank feeds
b) Search for your banking institution
c) Log in to your bank account using your existing bank login and password credentials. Netwealth does not store these details.
d) Read and accept the terms and conditions
e) If you have an adviser, choose which (if any) accounts are visible by your Adviser
f) Your dashboard will now be updated
1 Add a personal portfolio  

To add or manage a personal portfolio:

a) Click Add Account > Personal Portfolio
b) Enter a portfolio name
c) To add listed Australian shares or managed funds - enter the asset name or code in the search field, select the asset and enter unit and cost information
d) To add other assets or liabilities, click the ‘Add’ button and manually enter asset description, type, value and cost
e) Click ‘Save’
f) Your dashboard will now be updated

Advanced tip: Listed Australian shares and managed funds prices and values will be maintained by Netwealth.
2 Select an account

Click on any account to navigate and view the underlying holdings of that account.
3 Set goals

Set a financial goal for your account balance/s. To create a goal:

a) Click the ‘…’ icon in the far right for the account you would like to set a goal for
b) The goal field will show as editable
c) Type a dollar amount
d) Press the Enter key on your keyboard to save the goal
4 Buy/Sell Assets*

For Netwealth accounts, use the one-click navigation to buy or sell investments. Click the ‘…’ icon in the far right for the account you'd like to transact on.

 

b) My tasks

This section provides a list of tasks and notifications for the selected account, issued by the platform when relevant.

Task category Tasks and notifications for:
Corporate action
  • Meeting notices, such as Annual General Meetings, Scheme Meetings
  • Class actions
  • Corporate actions, such as share purchase plan, conditional public, withdrawal or renounceable entitlement offers
Asset management
  • Expiry of the Wholesale investor certificate
  • Term deposits awaiting maturity
  • Maturing and matured term deposits
  • Managed account balance is below minimum holding
Rollover management
  • Awaiting receipt of funds
  • Rollover initiated
Cash management
  • Pending withdrawals awaiting cash
  • Minimum cash balance has been breached
Actionable tasks or adviser-initiated proposals
  • Proceed a super rollover currently on hold*
  • Approve/reject adviser fee increase
  • Approve/reject additional adviser fee/s
  • Approve/reject adviser RoA (record of advice)
  • Approve/reject adviser-initiated change of bank details
  • Approve/reject adviser-initiated pay anyone request over $5,000

 *Transact users only                                                                                            

Frequently Asked Questions

illion Open Data Solutions (formerly Dunn & Bradstreet) is a market leader in financial data and credit management solutions. illion acquired Proviso an Adelaide based finTech in 2017. illion’s clients include major banks and credit unions and their service is used by over ~700,000 end users every month.

illion’s credit policies and procedures are in line with ISO27001. Online banking credentials are encrypted and can only be used for the purpose of providing this service. Illion’s service is independently tested and audited by external security experts. Data is encrypted with bank level 256-bit encryption, secured by 2048-bit keys

You should always look for a locked padlock icon and green site information near our website's URL in the address bar of your browser to ensure that your connection is secure. When you access various other sites by clicking on links from our website or the Netwealth app, you should be aware that these other sites are not subject to our privacy and security standards. Please ensure you contact them if you have any concerns. More information is contained on the providers website https://www.bankstatements.com.au/about/security. Netwealth has measures in place to ensure a high level of privacy, security and protection of your personal information when you connect to our website or use our mobile application (Netwealth app). However, no measures can guarantee complete protection, and Netwealth will not be responsible for any loss if our measures fail or are breached.

We call the illion service real-time. When you or your adviser opens the dashboard for the first time during that session it will be current.

Your current BankFeed would fail and you would need to reconnect your accounts using your updated details.