A convenient cash hub for your clients' investment cashflow

Easy access to your clients' account information

Dedicated support teams to help you

No monthly fees

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

CASH AND DEPOSIT SOLUTIONS

Cash management account

The ideal cash hub to manage your clients’ investment cashflow

NAB Intermediary Term Deposit

Ideal for advisers who want to manage term deposits on behalf of their clients

NAB Wealth Builder

Help your clients manage surplus cash to achieve their savings goal

Get started

It’s easy, simple and the application process to setup a distribution agreement only takes a few minutes. 

Apply

Documents and Forms

Access documents and forms to help you with your clients.

Important information

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, NAB Term Deposit (via Intermediary) and NAB Wealth Builder 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.

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