You can run many reports with respect to your clients’ investment and/or super account(s), through your Netwealth online account.
You can either run them for an individual client account or for a group of clients (i.e. in a batch).
This article is for the use of Adviser Representatives (AR) only. If you are a client and wish to learn more about this feature, please contact your Adviser Representative or Netwealth at contact@netwealth.com.au.
How to run individual client reports
Log in to your online account, select a client, then navigate using the main menu to Reports & Statements > Statements.
Reports include Transaction Listings, Portfolio Valuations, Asset Performance and Centrelink Schedule details (for superannuation accounts only).
For a brief description of what each report includes, hover over the name of the report on the Reports & Statements page.
How to run multiple client reports
To run multiple individual client reports simultaneously, navigate directly to Reports > Client reports.
From here you have the option to generate individual reports or multiple accounts at once.
Report output can be generated in individual files (PDF or CSV) or combined in a single PDF file. To access the report output, navigate from Reports > View Reports and download.