We provide a range of online reports to make it easy for you to manage and monitor your clients' Facilities:
| Select a report below to view a sample |
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Position summary
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Provides a summary of your Facility position including loan balances and available funds. |
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Security summary
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Provides details of the securities held and their value. |
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Loan transactions
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Provides details of all transaction undertaken over a one month period, with the report defaulting to the current month's transactions. |
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Unsettled transactions
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Provides details of any security transactions where we are waiting for the receipt of securities or cash. |
| Loan details |
Provides details of your loan including interest rate, loan limit and loan balance. |
| Instalment gearing |
Provides details of any instalment gearing arrangements you have in place. |
 Login here to access your clients' account details and monitor their Facilities online.
For further information about online reporting, or to obtain your User Name and Password, contact us on 1300 135 145 and speak to a NAB Margin Lending Account Manager.
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