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Corporate Online

New digital forms

Westpac is pleased to offer a new digital forms experience that makes establishing products and services with Westpac fast, efficient and easy.

Find out more about the experience to start.

How do I establish a new Corporate Online user?

Corporate Online users that do not require access to Administration can be created in Corporate Online by your organisation's Corporate Online Administrators.

For any new user applications submitted from 24 January 2020, in addition to the existing requirements your Administrators of Corporate Online will be required to provide additional information for the new user including their job title and other known name(s). Westpac must receive a Corporate Online User Establishment form signed by the new user and your Administrators.  User access to Corporate Online will only be enabled after Westpac has received and processed the signed User Establishment form.

The new user will generally receive their Corporate Online login details by mail approximately five business days after their profile is fully authorised online by your organisation's Administrator(s).

How do I establish a new Corporate Online Administrator, upgrade an existing User to Administrator or downgrade an Administrator to a User?

 Please complete the Corporate Online Administrator Establishment/Amendment Form (PDF 305KB) form to establish a new Corporate Online Administrator where you are establishing an Administrator who does not already have access into Corporate Online.

The above form will also be used when upgrading an existing user to Administrator or downgrading an Administrator to a User.

All Administrators will need to be fully identified by Westpac before we can provide access to Administration. This is easily completed by visiting a nearby Westpac branch or by providing a certified copy of an identification document that has been certified as a true copy of an original document by an approved certifier.

Certified Copy

A certified copy means an identification document that has been certified as a true and correct copy of an original document by an approved certifier (refer below for approved certifiers).

Guidance Document for Customers

The documents below have been prepared for customers to provide guidance on the process for certifying identification documents in Australia and outside of Australia.

Guidance on Certifying Identification Documents for Australian registered/resident customers (PDF 90KB)

Guidance on Certifying Identification Documents for non-Australian registered/resident customers (PDF 58KB)

How do I add a new Westpac (Australia) account to Corporate Online?

Westpac Australia accounts that are owned by your organisation can now be added to your Corporate Online profile without the need to complete and return paperwork to us, saving you time and providing a more superior service.

Adding new accounts onto Corporate Online can be completed by your Corporate Online Administrators:

  1. Sign into Corporate Online
  2. From the administration Menu, Select Manage > Accounts
  3. Click Add accounts held with Westpac Australia.
  4. Enter the details of up to five accounts, then click continue.

The task will then need to be authorised by the required number of Corporate Online Administrators. Corporate Online will produce a form for accounts that are considered third party for appropriate sign off and return to Westpac.

Third party accounts or services are owned by an organisation that is different to the organisation that 'owns' your Corporate Online facility (eg a subsidiary).

How do I add or delete a Service to Corporate Online?

If your organisation needs to add or delete the following onto Corporate Online, then please complete and return the Corporate Online Organisation Amendment (PDF 338KB) form:

  • Receipts (DERPS, Inward Dishonours, EFTPOS, BPAY, Locked Box, Commercial Cards)
  • Import service (Commercial Cards, Direct Entry, PPS).

 The Corporate Online Third Party Access Authority (PDF 370KB) form should be completed and returned when the account or service being added to your Corporate Online profile is owned by a different legal entity (often recognised by a different ABN/ACN).

Quick reference guides to assist with the following requests can be located when you log in to corporate online.

Accounts

Amending Account details (Description and Statement delivery method) (PDF 131KB)

Adding new Westpac accounts to Corporate Online (PDF 131KB) 

Billing statements

Amending Billing statement details (Description and Statement delivery method) (PDF 131KB)


Please contact your Client Experience Manager if you require assistance with any of the above.