Westpac Live - Hints and Tips

Do you need to update your contact details? You can update your personal contact details using Westpac Live if you're registered for Westpac Protect™ SMS Code or have a SecureID^® token.

1. Under the Services & Preferences tab select  Preferences
2. From the list select Personal details
3. Enter the SMS Code or the number displayed on your SecureID^® token; then
4. Update your contact details
   

Would you like to receive statements electronically?

Switch to eStatements to access your statements securely within Westpac Live. We’ll notify you by email when your statement is ready to be viewed.

Do you want to see interest earned or paid on your accounts for the past 3 financial years? It’s simple to do this for your eligible accounts in Westpac Live.

1. In the Overview page, click on the account you wish to obtain interest details about
2. Under the Account actions menu, click on See full account details
3. Click on Interest  
   

Have you checked your recurring payments lately? Do you need to make any updates this year?

1. In the Payments page, click on Recurring payments
2. Review your recurring payments and make any changes if required

Do you want to personalise your accounts? Nickname your accounts or hide accounts for extra privacy.

1. Under the Services & Preferences tab select Preferences
2. From the list select Accounts
3. Choose the account you wish to nickname
4. Complete the nickname field
5. Select the check box if you wish to hide this account from your Overview screen
6. Click Save

Would you like to receive statements electronically?

Switch to eStatements to access your statements securely. We’ll notify you by email when your statement is ready to be viewed.

Do you want to see interest earned or paid on your accounts for the past 3 financial years? It’s simple to do this for your eligible accounts in Westpac Live.

1. In the Overview page, click on the account you wish to obtain interest details about
2. Under the Account actions menu, click on See full account details
3. Click on Interest

Do you need to view your payees and payee groups? This is a good time to manage your existing payee groups and remove those that are no longer required.

1. Go to Payments select Payees & BPAY^® billers
2. Click on Manage Groups at the top (drop down menu)
3. Select the group you would like to review and make changes if required
   

If you are the Administrator have you reviewed your Users and their permissions in Westpac Live (e.g. access levels, features available etc)? It’s simple to do.

1. Go to Services & preferences > User administration
2. Click on the name of the User
3. Review their permissions and make any changes if required

Have you checked your recurring payments lately? Do you need to make any updates this year?

1. In the Payments page, click on Recurring payments.
2. Review your recurring payments and make any changes if required
   

Do you want to personalise your accounts? Nickname your accounts or hide accounts for extra privacy.

1. Under the Services & Preferences tab select Preferences
2. From the list select Accounts
3. Choose the account you wish to nickname
4. Complete the nickname field
5. Select the check box if you wish to hide this account from your Overview screen
6. Click Save