Share account access

As an account owner you may need a family member or a trusted professional such as an accountant, bookkeeper, financial planner or guardian to access your funds on your behalf. You can do this in 2 ways:

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 number, 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 525KB) and attend a branch.

To start to share an account:

• Sign-in to Online banking
• From Services & preferences click on Services
• In the Account services section of the screen click on Share my account access.

2. Third party account access

Grant access to your accounts to a third party within their own profile. Third party access is most suitable for sharing accounts with close family members.

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 1MB) to be completed and submitted at the branch

What's required for set-up?

• 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 number. A Third Party Access Authority (PDF 1MB)  will need to be completed and both parties will need to have their signatures witnessed at a branch.
• 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 Third Party Access Authority (PDF 1MB)  and attend a branch.
• 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 number. A Third Party Access Authority (PDF 1MB)  will need to be completed and all parties will need to have their signatures witnessed at a branch.