There are many cases where a client may have more than one account on platform they need to view. They might have their own personal accounts and ownership of other accounts like a company, trust or SMSF, that requires them to use different logins. Or they may want to share account information with a trusted person, like a spouse, partner, or another family member.
The point is, they want to get the full picture, securely and conveniently. And now they can.
How does it work?
Account sharing can only be initiated by the client through North and is viewable on both the website and mobile app.
The access will be view only, this means that the person the client is sharing with will not be able to submit any changes or approve anything on their behalf.
Access can also be revoked any time.
For more information on this enhancement login to North and access the guide available via Support > Training Resources: Client access sharing
If you have any questions or feedback about this enhancement, please reach out to your BDM or contact us.
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Important information
The information on this page has been provided by NMMT Limited ABN 42 058 835 573, AFSL 234653 (NMMT). It contains general advice only, does not take account of your client’s personal objectives, financial situation or needs, and a client should consider whether this information is appropriate for them before making any decisions. It’s important your client consider their circumstances and read the relevant product disclosure statement (PDS), investor directed portfolio guide (IDPS Guide) and target market determination (TMD), available from northonline.com.au or by contacting the North Service Centre on 1800 667 841, before deciding what’s right for them.
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