Documents & Forms

Guides and Fact Sheets

NAB Cash Manager Adviser Guide (PDF, 498KB)	Detailed information for financial advisers on the NAB Cash Manager application process. Includes forms you need to complete and also support contacts.
NAB Cash Manager New Adviser Checklist (PDF, 250KB)	A checklist of the steps required to open a NAB Cash Manager account.
NAB Cash Manager Adviser Fact Sheet (PDF, 442 KB)	A summary of the features and benefits of NAB Cash Manager for advisers.
NAB Wealth Builder Adviser Sales Flyer (PDF, 328KB)	A summary of the features and benefits of the NAB Wealth Builder for advisers.
NAB Wealth Builder Adviser Tips (PDF, 331KB)	A checklist of steps required to open and maintain a NAB Wealth Builder for advisers.
NAB Intermediary Term Deposit Sales Flyer (PDF, 324KB)	A summary of the features abd benefits of the NAB Intermediary Term Deposit for advisers.

Adviser/Accountant Onboarding Documents

New Adviser Registration Form (PDF, 289KB)	Apply for access to NAB Connect to view your clients' accounts online.
New Accountant Registration Form (PDF, 223KB)	Apply for access to NAB Connect to view your clients' accounts online.
Financial Services Council (FSC) identification form (PDF, 91KB)	New advisers/accountants are required to fill out the FSC identification form.
NAB Connect Application Form (PDF, 1.1MB)	Apply for access to NAB Connect to view your clients’ accounts.
Internet Banking access form (PDF, 204KB)	Advisers/accountants must fill out this form to access NAB Internet Banking.

Account Opening Documents

NAB Cash Manager application form (PDF, 421KB)	Application form for all NAB Cash Manager clients.
NAB Term Deposit (via Intermediary) application form (PDF, 1MB)	Individual/joint accounts and non-corporate trust accounts.
NAB Wealth Builder Application/Amendment Form (PDF, 356KB)	Application/Amendment Form for NAB Wealth Builder clients.
NAB Cash Manager Terms and Conditions (PDF, 438KB)	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, 491KB)	Terms and Conditions your clients should read and understand before opening a NAB Term Deposit (via Intermediary).
NAB Wealth Builder Product Disclosure Statement (PDF, 331KB)	Produce Disclosure Statement clients should read and understand before opening a NAB Wealth Builder account.
NAB Personal Banking guide to fees and charges (PDF, 355KB)	An overview of personal banking fees and charges.

Customer Identification Documents

Financial Services Council (FSC) identification form (PDF, 91KB)

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, 271KB)	Allows you to set up periodical payments for your clients.
Appointment of Authorised Representative (PDF, 667KB)	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, 254KB)	Authorises advisers to access and view client accounts.
International Telegraphic Transfer Request Form (PDF, 75KB)	If you wish to arrange an international telegraphic transfer for your client, please complete this form.

NAB Connect Quick Reference Guides

Getting started

Welcome to NAB Connect. Introduce yourself to NAB Connect using the information below.

Mobile Token (App)

Are you an authorsing user or a security officer and have opted to use the Mobile Token (App)?

Watch these quick videos to get you started

Quick Reference Guides

Physical Token

Are you an authorising user or a security officer and have opted to use the Physical Token?

Watch these quick videos to get you started:

Quick Reference Guides

Security Tokens

Forms & Information

Enhanced Self Service/Security Officer forms

Enhanced Self Service form - to enable Self Service, add new Security Officer Plus Users and read details of all the ehanced self services available.

Enhanced Self Service lets your Security Officer Plus users make a variety of additional NAB Connect amendments. You can make these changes online or over the phone instead of using a paper-based form.

Among other things, Enhanced Self Service gives you the ability to:

register first party accounts to users and services
add General and Authorising users.
modify the access of users.
restore/suspend/delete users access.

For extra security, there’s also an option to enable Dual Administration.

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

Accounts

Account Reporting Guides

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.

Payments

Payment Guides

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

Services

Service Guides

Stop Cheques

Admin

Authorising User & Security Officer Plus Token Guides

Authorising Users & Security Officers security token information:

Security Officer Plus Self Service Guides

Guides to assist the Security Officer to make changes to NAB Connect:

FAQs

Contact us

Need to talk?

Call the NAB Connect Customer Service Centre on 1300 888 413

from overseas +61 (3) 8641 9930

Mon - Fri 7.30am - 8pm (AEST/AEDT) and Sat 9am - 2pm (AEST/AEDT)

Need training?

Join our NAB Connect training webinar to learn more.

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