Guides and Fact Sheets

NAB Cash Manager New Adviser Checklist (PDF, 335KB) A checklist of the steps required to open a NAB Cash Manager account.
NAB Cash Manager Client Fact Sheet (PDF, 1MB) A summary of the features and benefits of the NAB Cash Manager for clients.

Adviser/accountant onboarding documents

New Adviser Registration Form (PDF, 321KB) Apply for access to NAB Connect to view your clients' accounts online.
New Accountant Registration Form (PDF, 251KB) Apply for access to NAB Connect to view your clients' accounts online.
Financial Services Council (FSC) identification form (PDF, 90KB) New advisers/accountants are required to fill out the FSC identification form.
Register for NAB Connect Apply for access to NAB Connect to view your clients’ accounts.
Internet Banking access form (PDF, 46KB) Advisers/accountants must fill out this form to access NAB Internet Banking.

Account opening documents

NAB Cash Manager application form (PDF, 315KB) Application form for all NAB Cash Manager clients.
NAB Cash Manager Terms and Conditions (PDF, 211KB) Terms and Conditions your clients should read and understand before opening a NAB Cash Manager account.
NAB Term Deposit (via Intermediary) Terms and Conditions (PDF, 589KB) Terms and Conditions your clients should read and understand before opening a NAB Term Deposit (via Intermediary).
NAB Personal Banking guide to fees and charges (PDF, 647KB) An overview of personal banking fees and charges.

Customer identification documents

Financial Services Council (FSC) identification form (PDF, 90KB)

Customers can be identified by using the FSC identification form for the type of account being opened. The FSC form must be sent with the application for new customers and signatories.

For Trusts and Superannuation funds, NAB requires a certified copy of the Trust Deed or a schedule that lists Trustees to open your account. Please ensure this document is sent with your application to speed up the account opening process.

Overseas Tax Residency – Self Certification Declaration Form (PDF, 695KB) To comply with Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) legislation, all overseas tax residents are required to confirm their tax status.

Supporting documents

Periodical Payment Form (PDF, 128KB) Allows you to set up periodical payments for your clients.
Appointment of Authorised Representative (PDF, 581KB) Please complete this form if you wish to appoint an Authorised Representative to your account.
Beneficiary Information for Trust Accounts  (PDF, 75KB) NAB Cash Manager Beneficiary Information for Trust accounts.
NAB Internet Banking and Telephone Banking authorised user nomination form (PDF, 373KB) Authorises advisers to access and view client accounts.
International Telegraphic Transfer Request Form (PDF, 172KB) If you wish to arrange an international telegraphic transfer for your client, please complete this form.

NAB Connect quick reference guides

Contact us

Need to talk?

Call the NAB Connect Customer Service Centre on 1300 888 413

from overseas +61 3 8641 9930

Monday to Friday, 7:30am to 8:00pm (AEST/AEDT) and Saturday, 9:00am to 2:00pm (AEST/AEDT)

Need training?

Join our NAB Connect training webinar to learn more.

Register here

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