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  3. NAB Adviser Portal
  4. Documents & Forms

Documents & Forms

Guides and Fact Sheets

NAB Cash Manager Adviser Guide (PDF, 1.3MB) 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, 336KB) A checklist of the steps required to open a NAB Cash Manager account.
NAB Cash Manager Adviser Fact Sheet (PDF, 1.3MB) A summary of the features and benefits of NAB Cash Manager for advisers.
NAB Cash Manager Client Fact Sheet (PDF, 1.2MB)
A summary of the features and benefits of the NAB Cash Manager for clients.

Adviser/Accountant Onboarding Documents

New Adviser Registration Form (PDF, 322KB) Apply for access to NAB Connect to view your clients' accounts online. 
New Accountant Registration Form (PDF, 252KB) 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, 1MB) Apply for access to NAB Connect to view your clients’ accounts.
Internet Banking access form (PDF, 672KB) Advisers/accountants must fill out this form to access NAB Internet Banking.

Account Opening Documents

NAB Cash Manager application form (PDF, 448KB)

Application form for all NAB Cash Manager clients.
NAB Term Deposit (via Intermediary) application form (PDF, 731KB) Individual/joint accounts and non-corporate trust accounts.
NAB Cash Manager Terms and Conditions (PDF, 494KB) 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, 590KB) 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, 357KB) 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,  696KB)

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, 239KB) 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, 76KB) NAB Cash Manager Beneficiary Information for Trust accounts.
NAB Internet Banking and Telephone Banking authorised user nomination form (PDF, 374KB) Authorises advisers to access and view client accounts.
International Telegraphic Transfer Request Form (PDF, 438KB) 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.

  • System Requirements
  • Accessibility
  • Security
  • Mandatory Fields
  • Navigating NAB Connect
  • Sorting and Filtering Records
  • Email and SMS Payment Alerts
  • Accessing NAB Connect from a mobile device
mobile

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

  • Downloading and activating a Mobile Token
  • Login to NAB Connect
  • Authorising a payment using the Mobile Token
  • Authorising a high-value payment using the Mobile Token
  • Request and deactivate a Mobile Token
Quick Reference Guides
  • Download, Activate and login with a Mobile Token
  • Login and authorise a payment (mobile web)
physical token

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:

  • Set up your pin
  • Log in to NAB Connect
  • Authorising a payment
  • Authorising a high value payment
Quick Reference Guides
  • Security Tokens

Forms & Information

Many NAB Connect Amendments can be completed online by a Security Officer

A Security Officer 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 Security Officer

Refer to the guides below, if you need to;

  • Use secure messaging in NAB Connect (PDF, 181KB) (Make enquiries, request changes & view responses using secure messaging in NAB Connect)
  • Add accounts not in your business name (PDF, 241KB) (Not including related entities)
  • Add a new service (PDF,568KB)
  • Assign users and services to accounts (PDF, 400KB)
  • Create a General or Authorising user and modify their details (PDF, 664KB)
  • Suspend, restore and delete users, and reset users passwords (PDF, 187KB)

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

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;

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

Services

Service Guides

  • Stop Cheques

Admin

Authorising User & Security Officer Plus Token Guides

Authorising Users & Security Officers security token information:

  • Upgrade an existing user to a Mobile Token (PDF, 135KB)
  • Download, Activate and login with a Mobile Token
  • Physical Tokens

Security Officer Plus Self Service Guides

Guides to assist the Security Officer 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 (PDF, 174KB)
  • Phone Assisted Amendments
  • Users - Restore, suspend & delete
  • Users - Create
  • User Permissions Report

FAQs

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

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.

Register here
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