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Professional Third Party

Professional Third Party accounts allows professionals, like accountants, to better service their Netwealth clients. With access, Professional Third Parties can view Netwealth client accounts online, run detailed portfolio and transaction reports, and download client statements. 

You can find more information about opening a Professional Third Party account, granting Professional Third Party access to a Netwealth account and organising an authority to delegate Third Party access here.

 

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