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Share access to your business bank accounts

Learn how to give trusted people access to your online business banking or credit card accounts.

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Safety first

Access to your accounts online can only be set up using your security device (either a SecurID token or Westpac Protect™ SMS Code). Go to our security device page for more information. 

Stay in control

Sharing access to your banking keeps control in your hands. You can edit, remove or change people’s access in Online Banking whenever you need. 

More time

Providing your bookkeeper or accountant access to your account gives you time to focus on the needs of your business. 

Tailor access to your accounts 

With Westpac Online Banking you can give a family member, co-worker, or a professional such as an accountant or bookkeeper, access to your accounts.

 

There are two options: 

Adding Users

Add someone to your account so they can see the account in a separate profile owned by the business.


Select which accounts they can see, choose what they can do with the account (view balances, make payments etc) and set an optional limited date range.

Add a third-party

This allows someone to view your account alongside their other Westpac accounts. You’ll need to fill in a form for this one and head into a Westpac branch with the third-party to be identified.

What’s the difference between adding a user and a third-party?

Adding a user means someone can access the account in a separate profile owned by the business. A third-party can access the account alongside their other Westpac accounts, on the same profile.

Choose the level of access you provide

View-only (non-value access)

This means someone can see your account but not make any changes.

Create payments (value access)

This means someone can view your account as well as set up payments to be approved.

How to add someone to your Online Banking

I’m a business customer

To give a third-party user access to your account(s), you’ll need to complete a form and go to a branch. The new user will need to go with you to provide identification to the bank. Their full name on the form needs to match the identification they’ll show in branch.

I want to...

Third-party access (the user can view your account alongside their own).

  1. Download and complete our Third Party Access Authority form (PDF 111KB)
  2. Take the completed form and the account owner to a Westpac branch, making sure you both have identification.

OR 



The user is added to a profile owned by the business.

  1. In Online Banking go to Administration and select Account access levels
  2. Select Add user then complete the user details and select Add User on the final screen.

You can request access to someone else’s account by completing and submitting a Third Party Access Authority form.



If you are registered with Westpac Online Banking.

In Online Banking 

  1. Go to Administration
  2. Select Account access levels
  3. Then select the red button on the right, Get access to a third-party Westpac account
  4. Complete the form and take into a Westpac branch along with the account owner. You should both have identification with you.

If you are a sole trader or in a partnership please refer to our Share account access personal page and follow the prompts there.

Find out more

Frequently asked questions

How can I view and manage who has access to an account?

In Online Banking

An administrator of a business network can view and manage account access in Online Banking.

  1. Sign into Online Banking from a desktop
  2. Go to Administration > User Administration
  3. Select a user to see what accounts they have access to
  4. Make account access changes or simply view, then select Save.

 

A sole trader can view who has access to their accounts in Online Banking.

  1. Sign into Online Banking from a desktop
  2. Go to Service > User administration
  3. To remove a user, select the arrow on the right-hand-side, then Remove. To edit a user, select Account settings, then select Save and Confirm.

A third-party access to an account means it will appear alongside that user’s other accounts (if they are a Westpac customer). This contrasts with sharing an account or adding a user, where they will need to switch profiles to view the business accounts you have shared with them.

A network customer is someone who has access to business accounts that belong to a company. This excludes sole traders and partnerships.

A value user can create and make payments from your Online Banking. A non-value user can just view account balances and payments that have been made.

To keep your online banking secure, Westpac needs to identity the user to make sure they are who you have said they are.

No. Sharing account access online only grants the user access to the account in Online Banking.

Set up now

Sign in to add or manage access.

Find out more

Third Party Access Authority form

Set-up requires the account owners to have their signatures witnessed in-branch.

Download

Things you should know

Read the Westpac Online Banking Terms and Conditions (PDF 740KB) at westpac.com.au before making a decision and consider whether the product is right for you.

This information does not take your personal objectives, circumstances or needs into account. Consider its appropriateness to these factors before acting on it. Read the terms and conditions at westpac.com.au before making a decision and consider whether the product is appropriate for you. Transaction fees may apply. Westpac Banking Corporation ABN 33 007 457 141 AFSL and Australian credit licence 233714.