Netwealth

iPhone / Finance

With Netwealth's mobile app investors and advisers can access Netwealth's super and investment accounts on the go and in one place.


FOR INVESTORS

Keep track of your super and investments from anywhere. You can view your portfolio, its performance, and more from the app:
- Access all your Netwealth Wealth Accelerator and Super Accelerator accounts, portfolio changes and individual assets on the go
- Analyse your wealth through consolidated views and advanced sort and filter functionality
- Track overall performance and get portfolio insights, such as portfolio movement and top holdings with stunning charts
- Monitor individual asset performance, including daily price information and historical unit prices
- Check your available cash balance
- View pending and historical account transactions in detail
- Personalise your experience with colour themes
- Secure and easy access with PIN, Face ID and/or Touch ID

Note: To use the Netwealth app, you must have a Netwealth Super Accelerator or Wealth Accelerator account. THIS APP IS NOT DESIGNED FOR NETWEALTH'S SHARETRADING ACCOUNT HOLDERS.

Not an account holder? Find out more at www.netwealth.com.au.


FOR ADVISERS

Upgrade your customer service with access to all your Netwealth client accounts from anywhere:
- Easily search and find client accounts on the go
- Get a visual overview of all your client's Netwealth accounts and portfolio performance with a suite of stunning charts
- Review client account balances, recent transactions and asset allocation across all their Netwealth accounts
- View pending and historical account transactions in detail
- Personalise your experience with colour themes
- Secure and easy access with 4-digit PIN, Face ID and/or Touch ID

Note: To use the Netwealth app, you must be a registered adviser of Netwealth.

Not a registered adviser? Find out more at www.netwealth.com.au.


Important:
1. Internet connection is required to use Netwealth app. Normal data charges apply.
2. Netwealth app is designed for mobile phones and is not intended for use on tablets.
3. iPhone is a registered trademark of Apple Inc. Apple and the Apple logo are trademarks of Apple Inc.
4. By downloading and using Netwealth app, you agree to the Terms and Conditions outlined at https://www.netwealth.com.au/web/terms-and-conditions/.
5. For more information on mobile security, visit https://www.netwealth.com.au/web/security-statement/.
6. Netwealth app is maintained by Netwealth Investments Limited (ABN 85 090 569 109, AFS Licence No. 230975).

Quoi de neuf dans la dernière version ?

New features:
- Clients can view web platform generated reports, generate the 'My Statement' report pack and receive notifications when reports are ready
- Added information regarding viewing statements online in the account details screen

Fixes:
- Improved address search functionality in user profile
- Fixed minor UI/UX bugs