View your consolidated wealth
Total Wealth view lets you see your position, with an at-a-glance view of your investments, and linked everyday NAB banking accounts, credit cards and loans.
Refreshed design and experience
Total Wealth has a refreshed look and feel, including simplified charting that allows you to view your portfolio diversification by asset class, holdings and sector.
Manage the value of external assets
Manually add and manage the value of additional external assets and liabilities.
Total Wealth view
With Total Wealth, you can see a consolidated view of your wealth across nabtrade, NAB and any manually added external assets and liabilities. To access your total wealth view, navigate to Portfolio in the main navigation, and click on Total Wealth.
Here you can:
- Select the accounts you want to include in your Total Wealth view;
- View your wealth in different pie charts.
Total Wealth - overview
- To access Total Wealth, navigate to Portfolio in the main navigation and click on Total Wealth.
- Total Wealth allows you to see a summary of your domestic and international holdings and cash held with nabtrade, and any linked NAB bank accounts.
Assets and liabilities
- Under the Assets and liabilities tab, you can manually add external assets and liabilities to your total wealth position, including non-NAB bank account balances, loans and liabilities, and other unlisted securities or assets.
- COMING SOON: If you have foreign currency or holdings in our new Multi Currency Facility Settlement Service (MCFSS), you will be able to view this in Total Wealth. This is a new feature and is not available in the current nabtrade platform.
Asset allocation
- View your portfolio diversification by asset class, holdings and sector.
How to download statements and reports
- To access your statements and reports, navigate to Portfolio in the main navigation, and click on Statements and reports.
- Here you can download your portfolio holdings report, total wealth snapshot and transactions report.
- Click on the desired report type and follow the prompts to download a detailed PDF.
