Share access to your business bank accounts
How much access to my bank accounts can I provide?
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 through a choice of methods:
- Add user – where all nominated users see the shared account(s) in the same view in Online Banking.
- Third-party access – where the shared account appears alongside other Westpac accounts viewed online by a third party, which could be a parent company, a subsidiary, or an accountant.
Whichever option you choose, you can nominate the level of access you provide:
- Non-value access – allows users to view accounts in Online Banking
- Value access – allows users to view accounts, create payments, and authorise payments. To help keep your online banking secure, value access users will need to be identified at a Westpac branch before they can make payments.
How do I set up access to my bank accounts?
First, you will need to have a security device in place. If you are not registered for an RSA SecurID® token or SMS Protect, find out what security device is right for you.
Then use this tool to find the best way to share your account access:
I am a
A network customer is someone who has (or is requesting) access to business bank accounts that belong to a company, so they would not be a sole trader or operating as a partnership.
Frequently asked questions
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 via Westpac Online Banking.
Things you should know
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.