This article is intended for use by Adviser Representatives only and is provided for adviser operational purposes. It is not designed for, and must not be relied on by, clients. Clients should not act on the information in this article and should contact their Adviser Representative or Netwealth at contact@netwealth.com.au for information relevant to their circumstances.
You can add or remove a user from your adviser code using the following form. The purpose of this form is to allow an Adviser who has entered into an ‘Adviser Registration Agreement’ with Netwealth to nominate individuals (‘Users’) who will have online access to the Adviser’s Clients’ accounts and carry out certain administrative functions under the Adviser Registration Agreement with Netwealth. All nominations of Users to operate Clients’ accounts are subject to the agreement of Netwealth in its absolute discretion. Terms used in this form have the same meaning as they have in the ‘Definitions’ section of the Adviser Registration Agreement unless the context requires otherwise.
We can also accept email requests from the registered emails on the adviser code, an individual who has Adviser Representative status on the code, or from the licensee.