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Browse our knowledge centre.
What are you interested in?
Website Navigation
- How do I navigate the new Portfolio page as an adviser?
- Do I/Does my client have to send a physical copy of an account application after applying online?
- How do dishonours work at Netwealth?
- How do I add and edit property data feeds and asset information?
- How do i adjust tax preferences?
- How do I approve transactions using the 'Activities' page as an investor?
Reporting
- How can I use the reporting suite to calculate the performance and returns of my/my client's portfolio?
- How do I create a custom report template for my clients?
- How do I create and download my investment reports?
- How do I generate an Adviser Report?
- How do I generate client reports for multiple accounts?
- How do I generate individual and multiple client reports?
Password
- Can an Adviser Representative ask Netwealth to reset a client's password on their behalf?
- How do I change my password?
- I’m a new adviser, how do I log into my Netwealth online account?
- I’m a new investor, how do I log in to my Netwealth online account?
- Why am I getting an error message asking me to call Netwealth while trying to reset my password?
- Why hasn’t my password security code arrived?
Security
- What are the requirements for a Power of Attorney document?
- How do I provide a Power of Attorney?
- How can I prevent fraud?
- What are the different account access levels and why can't I transact on my account?
- How do documents get certified?
- What is the bank validation process?
Adviser Maintenance & Fees
- Advice Fees and Netwealth
- Can I submit fee consents & fee renewals online?
- Can I trade managed funds for multiple clients in a single transaction?
- Does Netwealth charge exit fees?
- How are the administration fees calculated?
- How can an adviser submit a rebate on a client’s advice fees?
Mobile App
- How do I download and log in to the mobile app?
- How do I set up a 4-digit PIN, Touch ID, Face ID or Fingerprint login on the mobile app?
- How to add and edit property data feeds and information via the mobile app
- How to add external bank, broker, and super account information via the mobile app
- What if I've forgotten my username or password for the mobile app?
- Who can use the mobile app?
End of Financial Year
Can't find what you need?
Let us help you with your query. You can contact us on 1800 888 223, or email us at contact@netwealth.com.au