What we offer
Benefits
Our cash and deposit solutions can help you effortlessly manage your clients’ investments and cashflow in one convenient place.
As a financial adviser, NAB Cash Manager Account data feeds can also be linked to your financial planning software so you’ll have real time access to your clients' account information anytime. This means you can easily keep track of your client’s cashflow and provide timely investment advice.
You can also use NAB Connect to view all your clients’ accounts simultaneously in real time. For ease, you’ll be able to:
- Download your clients’ transaction history
- Access statements
- View daily balances
NAB Cash Manager account
The ideal cash hub to manage your clients’ investment cashflow.
Get started
It’s easy, simple and the application process to setup a distribution agreement only takes a few minutes.
Set up a distribution agreement
Documents and forms
Access documents and forms to help you with your clients.
Get in touch
Call nabtrade
Contact a nabtrade partner on 1300 486 301
Monday to Friday, 8am to 8pm (AEST/AEDT)
Call investment lending
For investment lending call 1300 135 145
Monday to Friday, 8:30am to 5pm (AEST/AEDT)
Terms and Conditions
Apologies but the Important Information section you are trying to view is not displaying properly at the moment. Please refresh the page or try again later.
For adviser use only. This information is of a general nature and has been prepared by National Australia Bank Limited ABN 12 004 044 937 (NAB) for information purposes only. The information and documentation contained in this website is current as at 20 March 2018 but may change without notice. The NAB Cash Manager Account is only available to approved customers. Terms and conditions and fees and charges apply. For further information contact NAB. National Australia Bank Limited is the product issuer, unless otherwise specified. Any advice contained in this document has been prepared without taking into account your clients’ objectives, financial situation or needs. Before acting on any advice in this document, NAB recommends that you consider whether it is appropriate for your clients’ circumstances. Use of the information contained on this page is governed by Australian law and is subject to the disclaimers which can be read on the disclaimer page. View the NAB Privacy Policy.
Target Market Determination for these products are available at nab.com.au/TMD.