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Why share access? 

As an account owner, you may need a family member, guardian or a trusted professional such as an accountant, bookkeeper or financial planner to manage an account on your behalf. 

 

There are two options:

Account sharing

Add someone to your account so they can see the account in a separate profile. Select which accounts they can see, choose what they can do with the account (view balances, make payments etc) and set a limited date range for the period that access is needed.

Add a third-party

This allows someone to view your account alongside their other Westpac accounts. You'll need to fill in a form for this one and head into a Westpac branch with the third-party to be identified.

What’s the difference between account sharing and third-party?

Account sharing means someone can access the account in a separate profile. A third-party can access the account alongside their other Westpac accounts, on the same profile.


Choose the third-party level of access you provide

View-only (non-value access)

This means someone can see your account but not make any changes.

Full access (value access)

This means someone can view your account as well as create and authorise payments.

How to add someone to your Online Banking

What do I need to get someone added?

  • 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. Your account is separate from the shared users' account(s). 

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 669KB)  and go to a branch to have their identification verified.

How do I share access? 

In Online Banking: 

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

What do I need to get someone added?

If the account holder is an individual, the account is joint or the account is owned by an organisation, you’ll need to complete a Third Party Access Authority form (PDF 111KB) and all parties will need to go to a branch with identity documents and have their signatures witnessed. You’ll also need the customers full name and Westpac 8 digit customer ID. 

Frequently asked questions

Account sharing enables access to the account in a separate profile. A third-party can access the account alongside their other Westpac accounts on their own profile. 

Sharing account access can simplify financial management and task delegation with trusted individuals. However, it's crucial to recognise and address potential risks associated with such arrangements. Learn about Domestic Violence and Financial Abuse.

Personal customers can update third-party access to their accounts by following these steps in Westpac Online Banking (desktop):

  1. Select the account you want to update.
  2. Click on the down arrow next to the account details.
  3. Choose Remove third-party access.
  4. Confirm the action.

 

Important:

  • You can only remove or edit access for someone you have previously granted third-party access to.
  • Once third-party access is removed, it cannot be reinstated online. To restore access, you will need to complete the Third-Party Access Authority Form (PDF 111KB) and visit a branch. 
  • Changes only apply to online access and will not affect other third-party arrangements (e.g., authorised signatories). To make these changes, you will need to visit a branch. Please contact the branch to book an appointment with a banker.

 

Note:  If you're unable to remove third-party access via self serve, you can attend the branch or call us for assistance.

For Transaction, Savings and Term Deposit accounts: 

 

In Online Banking

  1. Go to Service > Services
  2. Select Other account services
  3. Select View account access

 

In the Westpac App

  1. Search View account access or
  2. Select an eligible account. Tap on Manage > See all 
  3. Select View account access 

 

Things you should know

Read the Westpac Online Banking Terms and Conditions at westpac.com.au before making a decision and consider whether the product is right for you.