Share account access

Why share access?

1. Account sharing

Grant access to your accounts in a separate profile and not commingled with the shared users' accounts, therefore reducing the risk of unintended transfers between accounts.

What does this mean?

• Grant access to your account in a separate profile
• Your account is separate from the shared users' account(s).

What can they see and do?

As the account owner you have control over what users can see and do.

• Select which accounts they can see
• Choose what they can do with the account (view balances, make payments etc)
• Set a limited date range for the period that access is needed.

What's required for set-up?

1. Where you, as the account holder, is an individual

• To share access with an existing Westpac customer you'll need their 8 digit Customer ID, full name as registered with Westpac and date of birth
• If they're not a Westpac customer you'll need their first name and surname, date of birth and residential address.

2. Where the account is a joint account

• To share access to a joint account, all joint account owners will need to complete and sign a completed Joint Account On-Share Authority form  (PDF 67KB) and attend a branch.

How to share access to your account

In Online Banking

1. Go to Service > Services > Account Services
2. Select Share my account access

2. Third party account access

What does this mean?

• Grant access to your account within that persons' profile
• Your account is commingled with their personal accounts. 

What can they see and do?

• As the owner of the account you have 2 options. You can allow:
  • View-only access (Non value access) or
  • View-only access plus the ability for the person to carry out all tasks including making payments (Value access).
• Changes to this access level require the Third Party Access Authority (PDF 103KB) to be completed and submitted at the branch.

What's required for set-up?

1. Where you, as the account holder, is an individual

To set up access the other person must be a Westpac customer. You'll need their full name as registered with Westpac and their 8 digit Customer ID. A Third Party Access Authority (PDF 103KB) will need to be completed and both parties will need to have their signatures witnessed at a branch.

2. Where the account is a joint account

To share access to a joint account, all joint account owners will need to complete and sign a completed Third Party Access Authority (PDF 103KB) and attend a branch.

3. Where the account is owned by an Organisation

You will need the full name of the Organisation as registered with Westpac and the 8 digit Customer ID. A Third Party Access Authority (PDF 103KB) will need to be completed and parties will need to have their signatures witnessed at a branch.