Welcome to NAB Connect. Introduce yourself to NAB Connect using the information below.
|NAB Cash Manager Adviser Guide (PDF, 498KB)||Detailed information for financial advisers on the NAB Cash Manager application process. Includes forms you need to complete and also support contacts.|
|NAB Cash Manager New Adviser Checklist (PDF, 250KB)||A checklist of the steps required to open a NAB Cash Manager account.|
|NAB Cash Manager Adviser Fact Sheet (PDF, 442 KB)||A summary of the features and benefits of NAB Cash Manager for advisers.|
|NAB Cash Manager Client Fact Sheet (PDF, 654KB)||A summary of the features and benefits of the account for clients.|
|NAB Wealth Builder Adviser Sales Flyer (PDF, 328KB)||A summary of the features and benefits of the NAB Wealth Builder for advisers.|
|NAB Wealth Builder Adviser Tips (PDF, 331KB)||A checklist of steps required to open and maintain a NAB Wealth Builder for advisers.|
|New Adviser Registration Form (PDF, 289KB)||Apply for access to NAB Connect to view your clients' accounts online.|
|New Accountant Registration Form (PDF, 223KB)||Apply for access to NAB Connect to view your clients' accounts online.|
|Financial Services Council (FSC) identification form (PDF, 91KB)||New advisers/accountants are required to fill out the FSC identification form.|
|NAB Connect Application Form (PDF, 1.1MB)||Apply for access to NAB Connect to view your clients’ accounts.|
|Internet Banking access form (PDF, 204KB)||Advisers/accountants must fill out this form to access NAB Internet Banking.|
|Application form for all NAB Cash Manager clients.|
|NAB Term Deposit (via Intermediary) application form (PDF, 1MB)||Individual/joint accounts and non-corporate trust accounts.|
|NAB Wealth Builder Application/Amendment Form (PDF, 344KB)||Application/Amendment Form for NAB Wealth Builder clients.|
|NAB Cash Manager
Terms and Conditions (PDF, 438KB)
|Terms and Conditions your clients should read and understand before opening a NAB Cash Manager account.|
|NAB Term Deposit (via Intermediary) Terms and Conditions (PDF, 491KB)||Terms and Conditions your clients should read and understand before opening a NAB Term Deposit (via Intermediary).|
|NAB Wealth Builder Product Disclosure Statement (PDF, 312KB)||Produce Disclosure Statement clients should read and understand before opening a NAB Wealth Builder account.|
|NAB Personal Banking guide to fees and charges (PDF, 355KB)||An overview of personal banking fees and charges.|
|Financial Services Council (FSC) identification form (PDF, 91KB)||
Customers can be identified by using the FSC identification form for the type of account being opened. The FSC form must be sent with the application for new customers and signatories.
For Trusts and Superannuation funds, NAB requires a certified copy of the Trust Deed or a schedule that lists Trustees to open your account. Please ensure this document is sent with your application to speed up the account opening process.
|To comply with Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) legislation, all overseas tax residents are required to confirm their tax status.|
|Periodical Payment Form (PDF, 271KB)||Allows you to set up periodical payments for your clients.|
|Appointment of Authorised Representative (PDF, 667KB)||Please complete this form if you wish to appoint an Authorised Representative to your account.|
|Beneficiary Information for Trust Accounts (PDF, 75KB)||NAB Cash Manager Beneficiary Information for Trust accounts.|
|NAB Internet Banking and Telephone Banking authorised user nomination form (PDF, 254KB)||Authorises advisers to access and view client accounts.|
|International Telegraphic Transfer Request Form (PDF, 198KB)||If you wish to arrange an international telegraphic transfer for your client, please complete this form.|
Are you an authorsing user or a security officer and have opted to use the Mobile Token (App)?
Watch these quick videos to get you started
Security Officer Plus Additions Request form - to add new Security Officer Plus Users to Self Service.
Enhanced Self Service form - to enable Self Service, add new Security Officer Plus Users and read details of all the ehanced self services available.
Enhanced Self Service lets your Security Officer Plus users make a variety of additional NAB Connect amendments. You can make these changes online or over the phone instead of using a paper-based form.
Among other things, Enhanced Self Service gives you the ability to:
For extra security, there’s also an option to enable Dual Administration.
To help with your fraud or dispute query, download and return a completed Statutory Declaration form
NAB Connect allows you to view:
NAB Connect allows you to utilise a range of payment functionality;
Authorising Users & Security Officers security token information:
Guides to assist the Security Officer to make changes to NAB Connect:
Call the NAB Connect Customer Service Centre on 1300 888 413
from overseas +61 (3) 8641 9930
Mon - Fri 7.30am - 8pm (AEST/AEDT) and Sat 9am - 2pm (AEST/AEDT)
Join our NAB Connect training webinar to learn more.