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How to give users access to manage Term Deposits online

Allow a user to rollover your term deposit on your behalf.

Business Network Administrators can update their Westpac Live settings to grant themselves and other users in their network access to manage term deposits online.

How to switch on the feature for each User:

Check that the Access level for your Term Deposit account is set to Value.

Disclaimer: For Online Banking profiles with Third Party access to Term Deposit accounts, you will need to have Value access to manage Term Deposits online. To do this you will need to complete the Third Party access form by clicking "Add a third party Westpac account" in the top right corner.

Go back to the User Administration screen.

Select the User you wish to assign the Term Deposit account to by clicking their name.

Select the Term Deposit account.

Click the features link.

Ensure Create payments and Manage Term Deposit Maturity Instructions boxes are ticked.

Click Update.

Click Save at the bottom of the Edit User Access screen.

The User will now be able to see 'Manage Term Deposits' under the Maturity instructions of that Term Deposit. For more information, find out how to manage Term Deposits online.