Professional Third Party 'how to' guide 


Guides to help you get the most out of your Netwealth account.

Welcome to Netwealth

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 to manage your clients.

Online tools

How to view client information online and run detailed reports.

EOFY Tax Tools

Information to help you maximise efficiencies during the busy year end.

Online help and support

Knowledge centre

We’ve brought together our most frequently asked questions to help you learn more about Netwealth’s product and services, and key functionality.

Visit knowledge centre

How to guides

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

Product updates

We constantly enhance our platform to include a wider product offering, improved managed account service, better reporting and more.

View latest enhancements

Can't find what you're looking for?

If you would still like assistance our consultants are happy to help.

Contact a consultant