What is the bank validation process?

There are several circumstances where Netwealth will need to contact you (your client) to ensure that you are aware of and authorise request(s) Netwealth have received. This could be to change your bank details or withdraw funds to a new bank account, and Netwealth require validation before proceeding with such request(s). Netwealth will be required to complete a verbal security check over the phone in order to finalise your request. Please note that without a valid mobile phone number Netwealth cannot accept the change of bank details request and/or withdrawal request if you have not verbally confirmed the details as correct.