Some features just for our business partners:
Wealth Desk is an easy wealth management tool which will allow you to view all your financial accounts (bank, credit cards, mortgages, super and more) from one portable place—mobile, tablet or desktop.
Register and get started straight away.
You can see total current and available balances, interest earned and charged, fees, and all your transactions. Then you can easily organise your spending into any category you like—from mortgages to movies.
Once you're organised, you can share certain accounts (or your everything) with others like your spouse. No more chasing statements at tax time.
You always have complete control of account visibility to other users, and can change them at any time.
To help you through as you go. Plus a Helpdesk & simple FAQs right inside the app.
It only takes a few moments and 3 simple steps to set up and uses the same online security systems as your bank. We can't touch it.