This guide for Adviser Representatives explains how to use the Netwealth Workflow Tracker page to view current and recently completed requests, including various types like account closures, fee consents, and withdrawals. It shows workflow statuses—Completed, Processing, and Pending—with details and document upload options for Pending cases.
This article is for the use of Adviser Representative's (AR) only.
This guide outlines how advisers can use the workflow tracker page to view current and recently completed requests to Netwealth in one central location. The requests types supported today, available in the tracker are:
- Account Closures
- Account Linking/Delinking
- ATO Release Authority
- Benefit Payments
- Binding Death Benefit Direction
- Change of Bank Details
- Change of Bank Details - SDDA
- Compassionate Grounds
- Compulsory Commutation Authority
- Domestic Asset Transfers In
- Fee Consent
- Fee Renewal
- IHIN Asset Transfer
- IHIN - New HIN creation
- IIHIN Change of account details
- IHIN Transfer IHIN
- Internal Transfer
- Investment Instructions
- Off Market Trade - Super
- Off Market Trade - Super - Asset Transfer
- Off Market Trade - Wrap
- Off Market Trade - Wrap - Asset Transfer
- Power of Attorney
- Recontributions
- Super Applications
- Super Contribution Split
- Super Death Process
- Super Death Process with Insurance
- Transfer benefits to Unrestricted Non-preserved
- Trustee Amend/Change
- Wholesale Investor Certificates
- Withdrawals
- Wrap Applications
- Wrap Death Process
- Wrap International Currency Withdrawal
Overview
To access the Workflow Tracker page, please navigate to Activities & Tasks > Workflow Tracker.
This workflow tracker page is organised into two main sections:
- Outstanding: View and track the status of a workflow or request that has been submitted to Netwealth.
- Completed: View a workflow or request that has been processed and completed in the last 14 days.
You will be able to see the workflows and requests for adviser codes you have access to.
Tracking and status
The following statuses are available for workflows:
Completed: Those that have been processed by Netwealth in the last 14 days, and do not require any more action. To see the date completed, click on the workflow item to open the right-side panel.
Processing: Workflows or requests currently being processed by Netwealth and do not require any additional information at this stage.
Pending: Netwealth is awaiting action or response from you, your client, Netwealth or another party.
Viewing Select Advisers
You can click the 'Viewing' button to select which advisers from your licensee group you wish to view. This is set to 'All Advisers' automatically, but once a selection is made this will endure for future logins for the same user login in the same browser. Selected advisers are persistent across the Workflow Tracker and the Activities Page.
For Pending requests
- Select the pending workflow, and open the right-side panel.
- Under "Case Details" view the pending reason and additional information for why the case is pending.
- If you have been asked to provide additional documentation, click on the link under "Case Details" which will take you to document upload tool.
Search, filtering and sorting
You can adjust the workflow tracker results using "Search" to search any field, or using the filters in the table toolbar. You can also sort the table by columns, by clicking on the column header.