Access your clients’ account information any time
NAB Cash Manager lets you view your clients’ account details via your desktop. This means you can easily keep track of your clients’ investment cash flow and provide timely investment advice.
We offer data feeds to most financial planning software.
To learn how to set up data feeds to your financial planning software, please contact one of our Sales Support Specialists.
Use NAB Connect to view all your clients' NAB Cash Manager Accounts simultaneously. You can view and download your clients’ transaction history, access statements and daily balances.
To apply for NAB Connect access you will need to download and complete the NAB Connect application form (PDF, 1.1 MB).
Money Tracker, our online money management tool, is integrated into Internet Banking. It provides insights to help you better understand, plan and manage your clients’ finances.
Money Tracker helps you create budget targets and savings goals with your clients and see how different scenarios may impact their savings over time.
Click here for more information on Money Tracker and a video demonstration.
To view Money Tracker you'll need access to NAB Internet Banking. To gain access please complete the Internet Banking access form (PDF, 204KB). To link existing clients, you'll need to complete the NAB Internet Banking and Telephone Banking authorised user nomination form (PDF, 256KB).
A dedicated team at your service
If you need help with account openings, authorities and other enquiries, we have a dedicated Cash and Investment service team ready to assist you.