Skip to main content Skip to main navigation
Skip to access and inclusion page Skip to search input

Why share 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 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

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 112KB) 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 112KB) 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 112KB) 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 112KB) will need to be completed and parties will need to have their signatures witnessed at a branch.

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.


Apple, the Apple logo and iPhone and iPad are trademarks of Apple Inc., registered in the U.S. and other countries. App Store is a service mark of Apple Inc. 


Android, Google Play and the Google Play logo are trademarks of Google LLC.