Documents and forms

Many NAB Connect Amendments can be completed online by an Administrator.

An Administrator can

• Determine whether a user will be a General user or an Authorising user.
• Add or remove access for a user to Products and Services belonging to you or a related entity. 
• Add to or modify or remove the authority of General or Authorising Users to include managing and approving breaches of payments limits for Authorising Users. 
• Create and update PayID’s®.
• Modify users contact details, primary contact person and postal address.
• Increase Security settings including Authorisation Rules, Segregation of Duties, Dual Admin and Transaction signing.
• Reset General User passwords and request replacement/reset of security device for all users (Mobile or Physical).
• Nominate the account to be debited for all NAB Connect and Service fees and charges.
• Nominate and make changes to the email addresses supplied for the purpose of receiving electronic communications and /or statement notifications.
• Request to remove Products, Services and Users if no longer required.
• Access a report that includes details of all users and permissions.
• Perform any action or function that an Authorised User is able to do, including drawing down on available loan funds.

Reference Guides for Administrators

Refer to the guides below, if you need to;

• Use secure messaging in NAB Connect (Make enquiries, request changes & view responses using secure messaging in NAB Connect)
• Add accounts not in your business name (Not including related entities)
• Add a new service
• Assign users and services to accounts
• Create a General or Authorising user and modify their details
• Suspend, restore and delete users, and reset users passwords

For more information on other self-service functionality, head to the Admin section.

To help with your fraud or dispute query, download and return a completed Statutory Declaration form

NAB Connect allows you to view:

• View account summary and transaction history details provides up to 18 months of transaction history on your business, personal, credit cards and foreign currency accounts. 
• Print or export your account summary and transaction history
• View details about your accounts
• View or print your bank statements or merchant statements, view up to 7 years of your linked account, credit cards and merchant statements.

NAB Connect allows you to utilise a range of payment functionality;

• Create a BPAY® Payment
• Create BPAY Payments (Future and Periodic Payments)
• Create a Linked Account Transfer Payment
• Create a Domestic Payment

• Stop Cheques

Authorising user and administrators token guides

Authorising Users & Administrators security token information:

• Upgrade an existing user to a Mobile Token
• Download, Activate and login with a Mobile Token
• Physical Tokens

Administrator self-service guides

Guides to assist Administrators to make changes to NAB Connect:

• Link your accounts, credit cards or merchant facilities to services and users
• Use the Amendment register for viewing and approving your online amendments
• Users - Create
• User Permissions Report

• Payments
• Payment processing and cut-off times
• Accessing NAB Connect
• Account reporting
• User types
• Help and administration