Setting up an automatic savings plan

You'll need your log in details for NAB Internet Banking

1. Log into NAB Internet Banking
2. Select ‘Funds Transfer’ on the main menu, then 'New funds transfer'
3. Complete details of which account you are transferring funds from, and to, how much and how often, and select 'Submit' button

Read on for detailed instructions to setting up a regular funds transfer in NAB Internet Banking.

Step 1:
Login to NAB Internet Banking

Step 2: 
Roll your mouse over Funds Transfer on the main menu, then click to select New Funds Transfer

Step 3: 
 - In the ‘From Account’ section, select the savings account you are transferring funds out of, from the drop down list
 - In the ‘To Account’ section, select the account (NAB iSaver or NAB Smart Reward Saver) you want to transfer funds into, from the My National Account drop down list
 - Enter the amount you want to transfer, a description, and in the Remitter field, your name
 - Select periodic transfer, then chose your preferred frequency (eg fortnightly), and transfer dates (eg when you want the regular transfers to start and end). You may want to time this to transfer directly after your pay has been deposited into your account
 - Select the Next button

Step 4:
Review your details, and check they are correct and hit the submit button

Remember, you can modify, or cancel, your automatic savings plan at any time within NAB Internet Banking.

Download Setting up an Automatic Savings plan (PDF) to print out and refer to while you are in NAB Internet Banking

For more information, read our FAQs or call us on  13 22 65, 8am to 8pm, EST Monday to Friday