How do I manage Communication Settings?

It's easy to take control over the communications that Netwealth send you/your clients with our simple-to-use communication settings function. To complete this, you must have transact access on the Netwealth account, read more about transact access here. 

This article is for the use of Adviser Representative's (AR) only. If you are a client and wish to learn more about this feature, please contact your Adviser Representative or Netwealth at [e-mail].

To turn off letters that you do not want us to send to you/your client, or to manage the communications we send to your clients via their preferred communication method:   

1. Navigate to Business settings > Communication.   
2. Select your adviser code.
3. Decide what letters to turn off (or leave on) for you and your clients. Any letters that cannot be turned off will be greyed out.
4. Save your changes.
5. Repeat this process for each of your adviser codes.