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.
Real time access with NAB Connect – Internet Banking for businesses
Use NAB Connect to view all your clients’ NAB Cash Manager Accounts. You can view and download your clients’ transaction history, access statements and daily balances.
To apply for access, complete the NAB Connect application form (PDF, 1.1MB)
This online money management tool helps you create budget targets and savings goals with your clients and they can see how different scenarios may impact their savings over time.
It’s integrated into Internet Banking so you’ll need to complete the Internet Banking access form (PDS, 204KB). To link existing clients, complete the NAB Internet Banking and Telephone authorised use nomination form (PDF, 246KB).
For more information, please see Money Tracker FAQs.