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How to rename an account in Online Banking for Business

Personalise your accounts by giving them a nickname, using Westpac Online Banking or the Westpac App.

How do I give an account a new name?

App

If you have the Westpac App on your mobile, you can rename an account from there.

  1. Sign in to the Westpac App
  2. Select the account you would like to rename
  3. Tap on the Details tab
  4. Under General and to the right of Account name tap Edit name
  5. Type the new account nickname and tap Apply change

 

You’ll be returned to the account screen, where the new name should now be in use.

PC

If you’re registered for Westpac Online Banking, you can rename an account while logged on.

  1. Sign in to Online Banking using your 8-digit customer number and password
  2. Select the account you would like to rename
  3. Click on Account settings then select Accounts
  4. Under Nickname, type the new account nickname and click Save

 

When you return to the overview screen, your new name should now be in use.

 

What are the key features of renaming an account?

  • Choose an appropriate name to help you distinguish the account from others
  • You can update the name online, anywhere, any time
  • You’ll be the only person who can see your nickname for an account. Any other Users will see the account name or nickname they have chosen – or the default name.

Will my nickname need to be approved by an Administrator?

No approval is needed, because the new nickname is only visible in your own Online Banking and the Westpac App. Approvals are only needed when making changes to the business network and for payments to be processed.

 

Are there character restrictions?

You can use up to 20 characters, including spaces between words. Only numbers and standard letters can be used – no special characters.

 

What do the steps look like?

Step 1

Sign in to Online Banking using your 8-digit customer number and password

Step 2

Select the account you would like to rename

Step 3

Click on Account settings

Step 4

Then select Accounts

 

Step 5

Under Nickname, check the account you want to nickname is selected in the dropdown then update your Nickname

 

Step 6

Click Save

Step 7

When you return to your Overview screen you will be able to see the new name for your account.