How do I navigate my Portfolio dashboard?

Once logged in, you'll see the Portfolio dashboard, which is divided into two sections: 

My Accounts

View Activities

My Accounts 

This section lists all Netwealth accounts (and annuities), and their cash and net value position, plus any added external assets (non-Netwealth) and accounts.  

Reference	Action	Details
1	Add External Bank Accounts	To add an external bank account: a) Select Add account or property b) Click Add bank account c) Search for your banking institution d) Log in to your bank account using your existing bank login and password credentials. Netwealth does not store these details. e) Read and accept the terms and conditions f) If you have an adviser, choose which (if any) accounts are visible by your Adviser g) Your dashboard will now be updated To delete an external bank account: a) Select Add account or property b) Click Add bank account c) Your added bank accounts will be displayed in a table d) Select the bank account(s) you wish to delete by ticking the checkbox in the ‘Delete account’ column e) Click Submit f) Your bank account(s) should now be deleted
1	Add Property	To add a property: a) Select Add account or property b) Click Add property c) On the Add property page, enter and select your property address d) Read the confirmation pop-up and click Add property to proceed d) Your dashboard will now be updated Note: If you have an adviser, added properties will be visible by your Adviser To edit property details: a) Click the ‘…’ icon in the far right for the property you'd like to edit details for > select Edit property b) Change any of the editable fields as required c) Click ‘Update’ d) Your property details will now be saved Note: You can also delete property from the Edit property page by clicking on the bin icon. To delete property details: a) Click the ‘…’ icon in the far right for the property you'd like to edit details for > select Delete property b) Click Delete property on the pop-up modal to proceed c) Your property should now be removed from your portfolio Advanced tip: You can use your own estimated property value instead of the Domain’s populated value by entering an amount in the ‘Custom value’ field. If you do this, you’ll still be able to see Domain’s estimated value when you hover over the tooltip against your property on the dashboard.
1	Add a personal portfolio	To add or manage a personal portfolio: a) Select Add account or property b) Click Add personal portfolio c) Enter a portfolio name d) To add listed Australian shares or managed funds - enter the asset name or code in the search field, select the asset and enter unit and cost information e) To add other assets or liabilities, click the ‘Add’ button and manually enter asset description, type, value and cost f) Click ‘Save’ g) Your dashboard will now be updated Advanced tip: Listed Australian shares and managed funds prices and values will be maintained by Netwealth.
2	Select an account	Click on any account to navigate and view the underlying holdings of that account.
3	Set goals	Set a financial goal for your account balance/s. To create a goal: a) Click the ‘…’ icon in the far right for the account you would like to set a goal for b) The goal field will show as editable c) Type a dollar amount d) Press the Enter key on your keyboard to save the goal
4	Buy/Sell Assets*	For Netwealth accounts, use the one-click navigation to buy or sell investments. Click the ‘…’ icon in the far right for the account you'd like to transact on.

 *Transact users only      

View Activities

At the bottom of your Portfolio dashboard you will see an Activities banner which has the button 'View Activities". Click here to be taken to the Activities page, where you can filter and manage tasks and alerts. If you want to learn more about the Activities page, please click here to view the article "How do I use 'Activities'?"           

Frequently Asked Questions 

Who are external bank feeds provided by?

illion Open Data Solutions (formerly Dunn & Bradstreet) is a market leader in financial data and credit management solutions. illion acquired Proviso an Adelaide based finTech in 2017. illion’s clients include major banks and credit unions and their service is used by over ~700,000 end users every month.

When I login to access my external bank data, is it secure?

illion’s credit policies and procedures are in line with ISO27001. Online banking credentials are encrypted and can only be used for the purpose of providing this service. illion’s service is independently tested and audited by external security experts. Data is encrypted with bank level 256-bit encryption, secured by 2048-bit keys. You should always look for a locked padlock icon and green site information near our website's URL in the address bar of your browser to ensure that your connection is secure. When you access various other sites by clicking on links from our website or the Netwealth app, you should be aware that these other sites are not subject to our privacy and security standards. Please ensure you contact them if you have any concerns. More information is contained on the providers website https://www.bankstatements.com.au/about/security. Netwealth has measures in place to ensure a high level of privacy, security and protection of your personal information when you connect to our website or use our mobile application (Netwealth app). However, no measures can guarantee complete protection, and Netwealth will not be responsible for any loss if our measures fail or are breached.

How often does the bank balance update?

Bank balances are updated each evening using illion’s service.

What happens if I change my login credentials with my bank?

We will not be able to retrieve any updated information from your bank. You would need to delete your existing bank feed and add a new bank feed using your new login credentials.

Who are property feeds provided by?

Domain is a leading property technology and services business that is home to one of the largest portfolios of property brands in Australia. Property data is sourced from Australian Property Monitors, part of the Domain Group. APM is one of the largest property information providers in Australia and the trusted source of property information for many leading banking institutions and property professionals across the country. APM collect and manages data from a range of property-based data and imagery sources, including Government agencies, industry professionals, mapping providers and many public and private databases across Australia.

How frequently is my property value updated?

Property data is retrieved from Domain monthly, at the start of the month. 

How is my estimated property value calculated

The estimated value is the middle price estimate of the property provided by Domain. Price estimates are refreshed monthly and provide a guide of the approximate market value for the property. They are calculated using numerous sources, including publicly available data, Domain’s price estimate model and sometimes information given to Domain by home owners. They are also based on the most recent sales data for the property, and other comparable homes. Estimates can be less accurate if the property is unique with nothing to compare it to in the area, or if there is little public record data. You can also get an appraisal from a local expert, for a better understanding of your property’s value.

Can I enter my own estimated value for my property?

Yes, if you prefer to use your own custom value for the property you can simply enter a value in the ‘Custom value’ field when you go to ‘Edit details’ for your property. This custom value will replace the estimated value retrieved from Domain on your dashboard. You will still be able to view Domain’s estimated value when you hover over the tooltip against your property.

What does the Confidence level associated with my property mean?

Domain only provides price estimates that qualify as either “High” or “Medium” confidence. Estimated values are accompanied with a ‘confidence’ tag, which is based on how much relevant information is available to Domain to produce the price estimate. When you see a ‘High Confidence’ tag displayed, it means there is a large amount of recent and relevant data on the property and that Domain is quite confident this estimate is very accurate. When you see a ‘Medium Confidence’ tag displayed, it means Domain doesn’t have as much recent data required to display a ‘High Confidence’ tag, and the estimate will be less accurate. ‘No estimate available’ will be displayed when there is insufficient data for a ‘Medium Confidence’ estimate. Other statuses include 'Recently sold', 'Pending review' or 'Flagged for review'.

What happens to my data when I delete my bank and property feeds?

When you delete an external bank feed or property feed, we will purge all related data.