Online reporting
When you log into your secure access area, you can view a summary of your Facility and access a range of reports that provide information about your Facility. This includes convenient access to information such as the market and security value of your portfolio, loan balances, available funds, loan transactions and unsettled share transactions.
| Select a report below to view a sample |
| Position summary |
Provides a summary of your Facility position including loan balances and available funds. |
| Security summary |
Provides details of the securities held and their value. |
| Loan transactions |
Provides details of all transaction undertaken over a one month period, with the report defaulting to the current month's transactions. |
| Unsettled transactions |
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 account details and monitor your Facility online.
Detailed Facility statements
We will send you a detailed statement that provides a summary of your Facility including the market and security value of your portfolio and your transaction details.
SMS Messaging Service
Manage your Facility with ease by registering for the NAB Margin Lending SMS Messaging Service.
When you register for the NAB Margin Lending SMS Service, if we send you a SMS message we will advise you of the amount of the buffer or margin call and whether you need to take any action to restore your Facility to an acceptable level.
Register now for the NAB Margin Lending SMS Message Service.
NAB Margin Lending Client Service team
If you have any queries or need any assistance in operating your NAB Margin Lending Facility, contact the NAB Margin Lending Client Service team on 1300 135 145 or email us at margin.lending@nab.com.au
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