Why use NAB Cash Manager

  • Convenient cash hub for your clients’ investments

  • No monthly account or transaction fees

  • Competitive interest rates

  • Dedicated team to help you

NAB Cash Manager is the ideal cash management account for clients who want to keep their investment cash flow separate to their everyday cash flow.

It’s also been designed to integrate with your business with ease. With a range of features creating efficiencies in your back office and giving you visibility of your client’s cash position, managing your client’s cash has never been easier.


It’s built for back-office efficiency, greater returns and your clients benefit from no monthly account keeping or establishment fees.

Visibility and online access

View your client’s transactions and balances via NAB Connect.

Automated data feed

Enjoy greater efficiency into your back office as the NAB Cash Manager can integrate with most software packages via automated transaction data feeds.

Simple fee collection

With your client’s authorisation, save time and streamline your monthly accounts process through automatic debit of fees from their account.

A competitive return

Ensure your client’s at-call cash is working hard, with their entire balance earning a competitive rate.

Features at a glance

Flexible access to money

  • Quick and easy access to money

  • Use NAB Internet and Telephone Banking, NAB branches, NAB ATMs, BPAY® and EFTPOS

Earn interest on every dollar

Cost effective and convenient

  • No monthly account service fee

  • It’s easy to setup direct debits, direct credits and period payments

  • Data feeds can link directly to your financial planning software package

How it works

There are many types of cash flow:

  • Salary
  • Share dividends
  • Rental income
  • Managed fund distributions

Your clients’ cash could be consolidated into a NAB Cash Manager account – a centralised place to hold cash for investment purposes while earning interest on every dollar regardless of balance.

Clients have easy access to their money and can deposit or transact whenever they like for things such as:

  • Everyday expenses
  • Investment expenses
  • Investment purchases
  • Share purchases and trades

Ready to get started?

Complete our application form or request a call back from our support team.

Other resources

Access your clients’ account information any time

NAB Cash Manager lets you view your clients’ account details via your desktop. This means you can easily keep track of your clients’ investment cash flow and provide timely investment advice.

We offer data feeds to most financial planning software.

To learn how to set up data feeds to your financial planning software, please contact one of our Sales Support Specialists.

Real time access with NAB Connect – Internet Banking for businesses

Use NAB Connect to view all your clients’ NAB Cash Manager Accounts. You can view and download your clients’ transaction history, access statements and daily balances.

To apply for access, complete the NAB Connect application form (PDF, 215KB), opens in new window.

Terms and Conditions

Documents and forms

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 and does not take into account your clients’ objective, financial situation or needs. The information contained on this website is current as at 23 January 2018 but may change without notice. The NAB Cash Manager is only available to approved customers. Terms and conditions and fees and charges apply. National Australia Bank Limited is the product issuer, unless otherwise specified. Before acting on any information, 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.

®BPAY is a registered trademark of BPAY Pty Ltd ABN 69 079 137 518.

The Target Market Determination for this product is available at nab.com.au/TMD.