Q: Why can I no longer register for MyWealth?
A: Because we are turning off MyWealth from Saturday 23 July 2016, you can no longer register for MyWealth from Saturday 14 May 2016. But don’t worry you can use some of the key features as part of the changes we are making to streamline your digital experience through CommBank, NetBank and CommSec.
Q: When I access NetBank, I’m not able to see the Portfolio tab. Why is this?
A: You may have turned off your Portfolio view in NetBank.
To check, log on to NetBank, navigate to the Settings cog and check if there is a tick next to Portfolio view. If there is no tick, click on the box next to Portfolio view. This will enable your Portfolio view. Simply select the Portfolio tab to see your details.
If you are a new SMSF customer, have checked your Settings and you are still having problems viewing your Portfolio please be aware that it will take approximately five working days for your Portfolio view to display.
Q: How do I access CommSec if I don’t know my CommSec ID?
A: When you log on to NetBank, select your CommSec shares account or the CommSec toggle at the top of the homepage.
You can also call CommSec on 13 15 19, between 8:00am and 7:00pm AEST Monday to Friday and answer identification questions to obtain a CommSec ID.
Q: How do I log into MyWealth as I can no longer see the access links for MyWealth from NetBank, CommBank and CommSec?
A: Access MyWealth.com.au and login using your NetBank Client Number and password.
From Saturday 14 May 2016 we are removing all access links to MyWealth from NetBank, CommBank and CommSec.
Q: Are these changes relating to my CBA Home Loan Wealth package?
A: No, these changes are related to the MyWealth website which provided a complete view of all your savings, shares, property investments and super in one place, providing an overall investment picture. This view is now available in NetBank via the Portfolio view.
Q: Are there any MyWealth features that will no longer be available on the 23 July?
A: Yes, due to customer feedback and low usage the following features will no longer be available:
- Value Orders when placing a trade
- MyWealth Communities.
Q: I have used the MyWealth Journal feature in the past to record my notes. What will happen to the information in my Journal on Saturday 23 July?
A: As we will no longer be offering the Journal feature, all data associated with the Journal will no longer be available on Saturday 23 July. We recommend that you copy and paste into a separate document, or take hard copy notes of important information you have entered before Saturday 23 July.
Q: How are my SMSF investments shown in my NetBank Portfolio view?
A: The Cash balance includes any Cash Accounts or Term Deposits you hold with CommBank within your SMSF.
Property includes any Investment Properties you hold within your SMSF. You will need to manually add these properties into your SMSF Account Group.
The Super balance includes any Superannuation accounts that you hold outside your SMSF, which you have manually added to your SMSF Portfolio group, for example a Retail or Industry Super Fund.
The Shares balance includes your CommSec SMSF account.
The Other balance includes any other investments you hold within your SMSF.
To see a more complete picture of your SMSF Portfolio balance, you can add any other investments or liabilities you hold with other financial institutions. Simply click and expand which ever asset category the investment belongs in (cash, shares, property, etc), then click the [Add your other assets] button and follow the steps. Make sure you tag the asset against your SMSF Group. Note: Apart from Australian Shares and Australian Residential Property, any other investments or liabilities held externally that you manually add will not be automatically updated.