With 'Activities', you can stay on top of tasks and alerts that affect your accounts all in one place.
To view 'Activities', log in to your Netwealth account and navigate using the main menu to Activities & Task > Activities. Here you will see a list of all activities and by selecting an activity you will see more information, including in some instances, the ability to action certain tasks.
In this guide, we cover the following:
- How to approve activities on the Netwealth online portal
- How to approve activities on the Netwealth mobile app
- The key sections of the 'Activities' page
- How to search and filter activities
- How to archive and view archived activities
- A list of all alerts and tasks that are visible in 'Activities'
How do I approve an activity that has been assigned to me on the online portal?
- Once you're logged into your profile on the website, navigate to Activities & Tasks > Activities.
- Select an activity to view more details.
- Accept or reject the activity.
The above image is an example only and does not contain confidential information.
How do I approve an activity that has been assigned to me on the mobile app?
- Once you're logged into your account on the mobile app, navigate to the 'Activities' tab from the bottom banner.
- Select an activity to view more details.
- Accept or reject the activity.
Currently, only Third Party Authorities (TPA), User Profile Account Linking/Delinking and BPay anyone can be accepted on the app.
What are the key sections of the Activities page?
There are four sections within Activities page:
- Activity task list: Displays a summary of each activity, with key information including activity title and description and where relevant, related account information and expiry date.
- Detailed Activity view: On selection of an activity, detailed information is shown along with any accounts impacted, and the action required to process the activity where relevant.
- Filter bar: This has several filters for the 'Activity List', including the ability to search for types of activities, different statuses and date filtering.
- Left hand side filters: This filters the 'Activity List' to show your activities (assigned to me), your client’s activities (assigned to client), your team’s activities or activities assigned to Netwealth (assigned to other), draft activities (that have been previously saved) and any archived activities.
- Alerts list: On the top banner, you can navigate to the 'Alerts' section of Activities. This is a separate section for all alert activities that do not require review or action by you.
How do I use the left hand side filters?
Using the left hand side filters, you can quickly show activities specific to six pre-determined views:
- All: The default view that displays all activities linked to your Adviser Code, with no filters.
- Archive: Displays activities that have been archived.
- Settings: Settings to adjust automatic archiving.
How do I use the filter bar?
Using the top filter bar, you can filter the activities using the following actions:
- Activity type: Use this to show activities based on their type, eg. corporate action, minimum cash alert, pending withdrawal.
- Status: Use this to show activities based on their status, which can include expired, due soon, awaiting client approval and awaiting adviser approval.
- Clear: Clears all filters.
- Refresh: Refreshes the page to fetch any new activities.
How do I archive and view archived activities?
All activities remain in the 'Activities List', regardless of status, unless they have been archived. An activity can be archived manually by selecting the activity and then clicking the archive icon in the top right corner of the 'Detailed Activity' view. Once archived, the activity is moved to the 'Archived' area, which can be accessed using the left hand side filters.
In archive, all details of the activity will be available for audit purposes. You can also unarchive from this page.
Activities that are expired or completed can also be automatically archived. Some activities that are automatically archived due to expiry or completion include:
Open Activities
- Bank Details Update
- Withdrawal Bpay
- Buy/Sell UI (Save and Waiting approval)
- MA In Specie Transfer In
- MA In Specie Transfer Out
- Wrap Withdrawal (Awaiting approval)
- Dollar Cost Averaging Profile
- Model Change
- Wrap Regular Payment
- Add Contribution
- Add New Money
- Cash Management
- Income Stream Payment
- Managed Account Profile
- Managed Account Profile Fee Consent
- Regular Contribution Plan
- Savings Plan
- Super Payment
- Adviser AdHoc Fee
- One Off Pension Payment
- Advice Fee Maintenance
- Adviser Link Accounts
- Internal Transfer
Alert
- Minimum cash alerts will auto-archive upon completion. They do not expire.
- Wholesale certificate expiry will auto-archive upon completion, not upon expiry.
My Task
- Ongoing advice fee expiry
An activity that can be automatically archived due to completion includes the Minimum cash alert, which archives once the account is no longer under the minimum cash amount.
The automatic archive feature is automatically enabled on all accounts, although this can be disabled by navigating from the Activities page to the Settings located on the left side column, checking or unchecking automatic archiving, and clicking the Save Changes button.
If you have manually unarchived an activity then it will not be picked up by the auto-archive feature. You will then have to archive that activity manually. This allows you the flexibility to keep an item unarchived if required, whilst still maintaining existing archive settings for other activities. What are the types of alerts and tasks shown in Activities
The below table outlines all activities available for you and your adviser, with a description and example, including any that require action.
| Activity Name | Activity Overview | Activity description | Type | Action required |
| Term deposit expiry | Shows any term deposit expiring soon. | (TD provider)(TD term) (TD rate) term deposit is maturing in (x) days on (date) | Alert | n/a |
| Wholesale certificate expiry | Shows an account that has a Wholesale certificate expiring soon. Activity will be created 60 days before expiry. | Wholesale certificate expires in (x) days on (date) | Alert | n/a |
| Annuity maturity | Shows an account that has a maturing Annuity soon. | (name) annuity matures in (x) days on (date) | Alert | n/a |
| Fixed term advice Fee expiry, ongoing advice fee expiry, and ongoing listed security fee expiry | Shows Fixed Term, Ongoing and Ongoing Listed Security fees for your client that are expiring soon. | Fixed term advice fee expires on (date) | Task (action required) | Renew fee |
| Minimum cash alert | Shows an account where available cash is below the minimum cash amount required. | $X below minimum cash requirements - $Y minimum cash | Alert | n/a |
| Minimum investment amount | Shows an account that has invested in Managed Models but has a balance below the required minimum dollar amount required for that Managed Model. | $X below minimum investment amount for Model MACCxxxxxx - $Y minimum investment amount | Alert | n/a |
| Corporate action | Shows an open Corporate Action for one or more clients. | (Stock name and code)(CA type) closes in X days on Y | Task (action required) | Accept/decline |
| Pending withdrawal shortfall | Shows an account where there is a pending withdrawal shortfall. | Pending withdrawal shortfall - $X withdrawal amount, $Y shortfall | Alert | n/a |
| Pending rollover | Shows an account that has a pending rollover awaiting registry response. | Pending rollover - (fund name) (pending reason) | Alert | n/a |
| Pending rollover (with insurance) | Shows an account that has a pending rollover awaiting insurance instructions. | Pending rollover - (fund name) Awaiting adviser rollover instructions | Alert | Proceed |
| Corporate action meeting notice | Shows an open Corporate Action Meeting Notice for one or more clients. | Corporate Action Meeting Notice - (Stock name and code) closes in X days on Y | Task (action required) | Accept/decline |
| Corporate action class action | Shows an open Corporate Action Class Action for one or more clients. | Class Action Notice - (Stock name and code) closes in X days on Y | Task (action required) | Accept/decline |
| XWrap adviser transfer notification | Shows all XWrap accounts where the status is ‘suspended’. | Activate XWrap account | Task (action required) | Activate account |
| Remuneration report | Shows when a Remuneration Report is made available. | Remuneration report (date of report) is available | Alert | View reports |
| Wealth Exchange XWrap pending unsubscribe notification task | Shows when Wealth Exchange status is pending | Your XWrap subscription will end on xx/xx/xxxx - Any open or pending accounts will be closed on this date. | Alert | n/a |
| Financial Year Statement | Shows when the statement is made available for a Wealth Accelerator account (Wrap service). | Check the status of your Wrap Service tax statement | Alert | Check status |
| Funds awaiting cash | Shows an account that has made a purchase that cannot be completed without additional funds being added to the account. | Purchase awaiting cash - $xxx.xx total amount of purchases awaiting cash | Alert | n/a |
| Adviser ad hoc fee | Request to approve an advice fee change. | Adviser ad hoc fee - approval required | Task (action required) | Approve/Reject |
| Bank details update | Request to approve a bank account update | Bank details update - approval required | Task (action required) | Approve/Reject |
| Withdrawal - BPAY | Request to approve a BPAY withdrawal. | BPAY withdrawal - approval required | Task (action required) | Approve/Reject |
| Buy sell transaction | A maker/checker request to approve a buy or sell instruction. | Buy and Sell - approval required | Task (action required) | Approve/Reject |
| Managed Account inspecie transfer in | A maker/checker request to approve a Managed Account Inspecie transfer in. | MA inspecie transfer in - approval required | Task (action required) | Approve/Reject |
| Managed Account inspecie transfer out | A maker/checker request to approve a Managed Account Inspecie transfer out | MA inspecie transfer out - approval required | Task (action required) | Approve/Reject |
| Record of advice | A request to approve a record of advice (ROA). | Record of advice - approval required | Task (action required) | Approve/Reject |
| Wrap withdrawal | A request to approve a Wealth Accelerator (wrap) account withdrawal. | Wrap withdrawal - approval required | Task (action required) | Approve/Reject |
| Dollar cost averaging profile | A maker/checker request to approve a dollar cost averaging profile change. | Dollar cost averaging profile update - approval required | Task (action required) | Approve/Reject |
| Adviser link accounts | A request to approve access to an account by a Professional third party (e.g. accountant). | Professional third party access update - approval required | Task (action required) | Approve/Reject |
| Advice fee maintenance | A request to approve a change in advice fee/s. | Advice fee update - approval required | Task (action required) | Approve/Reject |
| Model change | A maker/checker request to approve a change to a Managed Account model. | Model change update - approval required | Task (action required) | Approve/Reject |
| Add contribution | A maker/checker request to approve a new contribution. | Add contribution - approval required | Task (action required) | Approve/Reject |
| Add new money | A maker/checker request to approve new money | Add new money - approval required | Task (action required) | Approve/Reject |
| Cash management | A maker/checker request to approve a change to cash management settings. | Cash management update - approval required | Task (action required) | Approve/Reject |
| Income stream payment | A maker/checker request to approve a change to an income stream payment. | Income stream payment update - approval required | Task (action required) | Approve/Reject |
| Managed Account profile | A maker/checker request to approve a change to a Managed Account profile. | Managed Account profile update - approval required | Task (action required) | Approve/Reject |
| Managed Account profile fee consent | A maker/checker request to approve a change to a Managed Account profile fee consent. | Managed Account profile fee consent - approval required | Task (action required) | Approve/Reject |
| One off pension payment | A maker/checker request to approve a one off pension payment. | One off pension payment - approval required | Task (action required) | Approve/Reject |
| Regular contribution plan | A maker/checker request to approve a change to a regular contribution plan. | Regular contribution plan update - approval required | Task (action required) | Approve/Reject |
| Savings plan transaction | A maker/checker request to approve a change to a savings plan. | Savings plan update - approval required | Task (action required) | Approve/Reject |
| Super payment | A maker/checker request to approve a change to a benefit payment. | Benefit payment - approval required | Task (action required) | Approve/Reject |
| Internal transfer | A maker/checker request to approve an internal transfer. | Internal Transfer - approval required | Task (action required) | Approve/Reject |
| Regular Payment | Appears when a scheduled Regular Payment fails to process. | Regular Payment (frequency) regular payment on (date) has not been paid due to (reason). | Alert | n/a |
| Regular Payment Reminder | Appears when a Quarterly, Bi-Annual or Yearly Regular Payment is due in 30 days. | Regular Payment Your (frequency) regular payment for (amount) is due to be paid on (date), please ensure sufficient case available. | Alert | n/a |
| Regular Payment Approval | Appears when Adviser submits a Regular Payment request that require maker/checker approval. | Regular Payment adviser approval required. | Task (action required) | Approve/Reject |
| Payment to a bank account | An amount to be paid from a Netwealth account to another bank account. | Payment to a bank account. | Task (action required) | Approve/Reject |
| Closure of Netwealth account | A Netwealth account is to be closed and amounts paid to another bank. | Closure of Netwealth account. | Task (action required) | Approve/Reject |
| User Profile Update Usernames to Account | An adviser request created when a client owner of the account is expected to approve the request to link or delink one or more usernames to the said account. | Investor account access update. | Task (action required) | Approve/Reject |
| User Profile Link Account to User | An adviser request created when a client owner of the account is expected to approve the request to link an account to a user. | Investor account access update. | Task (action required) | Approve/Reject |
| User Profile Unlink Account to User | An adviser request created when a client owner of the account is expected to approve the request to delink an account to a user. | Investor account access update. | Task (action required) | Approve/Reject |