Update users and accounts

You can use the Business Online User Form (PDF) to request changes to Administrators and Authorisers. 

Use the Business Online Making Changes Form (PDF) to request changes to accounts and other changes to your Business Online Banking arrangement.  Some changes to user access such as password resets can be made by the Administrators in Business Online Banking. 

Making changes to Administrators and Authorisers

The Business Online User form (PDF) is used to add a new Administrator/Authoriser to Business Online Banking or change the access rights of an existing Business Online Banking user. 

The form must be signed by Account Owner(s) such as directors, partners or company officers. 

If the form is used to nominate a new Administrator/Authoriser, Westpac is, or maybe, required to have verified the identity of the nominated individual and certain other information in the form.

If the nominated individual is already a signatory of an account of the organisation or a signatory of a personal account with Westpac and Westpac already holds their identification details*.  No further action is required. 

or 

If the nominated individual is NOT a signatory of a Westpac account (either an account of the organisation or a personal account) they must take acceptable identification* and hand the form in person to their Relationship Manager or a Westpac branch. Exception: If the individual is unable to meet with a Relationship Manager or go into a Westpac branch for any reason, they can get a copy of their acceptable ID certified by a Trusted Referee* and then the form can be submitted along with the certified copy to a Relationship Manager or Westpac branch.

*More details about acceptable identification and Trusted Referees is available at www.westpac.co.nz/AML

Making changes, adding/deleting accounts

Complete the Business Online Making Changes Form (PDF) to make the following changes to your Business Online Banking arrangement:  

  • add/remove accounts accessed via your Business Online Banking arrangement
  • change your Business Online Authorisation Banking authorisation Rule
  • change your Business Online Banking administration Rule
  • change your Business Online Banking billing account
  • Transfer transfer existing payees from your Westpac Online Banking to Business Online Banking
  • Addadd/change your direct debit Authorisation authorisation code (for Direct Debit Initiators only)

 The form must be signed by Account Owner(s) such as directors, partners or company officers.

You can fax the completed form to the Business Online Helpdesk fax (04) 918 0299 or hand the form in person to your Westpac branch or Relationship Manager.

Making changes to user access

Administrators can make the following changes to the access of other users within the Business Online Banking application:

  • issue/reset passwords of other users
  • establish new Creator/Viewer users
  • assign access rights and transaction limits
  • edit user details and access
  • delete users who have left the organisation

If you have Dual Administration it requires a second Administrator to authorise these changes.

Register for International Payments

Customers who have already signed up for Business Online prior to 1 July 2013, will need to complete the Business Online - Form to register for International Payments (PDF) to request the capability to send International Payments.

All new Business Online customers that sign up to Business Online after 1 July 2013, will automatically have the capability to send International Payments.