Share Account Access
Set up and manage shared access to your account in Online Banking.
If you are a business customer
Please refer to our share account access business page for tailored help.
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:
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
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:
- Go to Service > Services > Account Services
- 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):
- Select the account you want to update.
- Click on the down arrow next to the account details.
- Choose Remove third-party access.
- 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
- Go to Service > Services
- Select Other account services
- Select View account access
In the Westpac App
- Search View account access or
- Select an eligible account. Tap on Manage > See all
- 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.