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How to update third-party access for personal profiles

You can see who has third-party access to your accounts and the level of access given in Online Banking.

What is a personal profile?

If you are a Sole Trader or a personal customer then you will have a Personal Profile in Online Banking. 

If you want to update your third-party access for a business profile, follow our help guide Update third-party access to your business accounts.

What can I update when it comes to third-party access?

  1. Remove third-party account access from a person on your sole and joint accounts
  2. Edit the level of account access you have given on a sole account.

How do I share third-party access to my accounts?

  1. Sign in to Online Banking from a desktop
  2. Select the account you would like to share from the Overview screen
  3. On the Account summary screen, select Third Party access
  4. Select Give access to someone else
  5. Under What would you like to do? Select Give access to my account/credit card to someone with Westpac Online Banking. Fill in the person’s details and the Product type. If your third-party needs to make payments from the account, check View and make payments
  6. Select View form
  7. Print and sign the form. The account holder and the new third-party will need to bring the signed form into the branch, along with a form of identification, such as a driver’s licence or passport.

 

The third-party account will appear on your Overview page within a few days.

How do I see who has third-party access to my accounts?

For a Sole Trader in a Personal profile:

  1. Sign in from a desktop using your 8-digit customer number and password
  2. Go to Service and select User administration
  3. To see what User has third-party access, select the arrow next to their name and select Access settings to view what account they have access to, then select Save and Confirm.
     

If you are an Administrator in a Business network:

  1. Sign in from a desktop using your 8-digit customer number and password
  2. Go to Administration and select User administration
  3. Select Accounts to see the accounts you can manage, then select View third party access.

Can I edit or remove a third-party that has access to my account?

For a Sole Trader in a Personal profile:

  1. Sign in from a desktop using your 8-digit customer number and password
  2. Go to Service and select User administration
  3. To remove a user, click on the arrow on the right-hand-side and select Remove. To edit a user, select Access settings, then select Save and Confirm.

 

For an Administrator in a Business network:

  1. Sign in from a desktop using your 8-digit customer number and password
  2. Go to Administration and select User administration
  3. Select Accounts to see the accounts you can manage, then select View third party access
  4. To remove a user, click on the arrow on the right-hand-side and select Remove. To edit a user, select Access settings, then select Save and Confirm.

 

If you don’t need additional approvals, your request will update straight away. If you need additional approvals, you will see a ‘Further approval required’ message. Ask an Administrator to approve your request in the Approvals section.

How do I know I have third-party access to an account?

  1. Sign in to Online Banking
  2. From your dashboard you will see You have third party access on the account(s) that you have access to from a desktop, and Third party access from the Westpac App