Share Account Access

Set up and manage shared access to your account in Online Banking.
View your access

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. 

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. 

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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.