Read the latest information on the mobile app for advisers and the mobile app for investors. 

Monitor and understand super and investment portfolios on the go with the Netwealth mobile app

The mobile app provides portfolio and account information for financial advisers, their clients and investors. The app is available to download in the Apple App Store and the Google Play Store.

For advisers

Using the app you can:

• Search and find any of your client accounts on the go
• View client details (including email address and phone number)
• Review client account balances, details of client investments and their performance
• Review linked super and investment accounts together
• Secure and easy access with 4-digit PIN and/or Touch ID (iOS 10 and above).

To see the adviser functionality in action, you can watch a quick 3 minute video above.

For investors

You can view your portfolio, its performance, and more from the app:

• Easily monitor account balances
• Review investments and their performance
• View detailed investment listing, including holding information
• See your linked super and investment accounts together
• Secure and easy access with 4-digit PIN and/or Touch ID (iOS 10 and above).

To download the app, click below.