How to get started.

1

Identify your users

Decide who will have access to Business Online and their role: Administrator, Authoriser, Creator/Viewer. You will need each person's full name, date of birth and email address.
2

Choose an authorisation rule

Decide if you want one, two or three Authorisers to approve payments. We recommend at least "Two to Authorise". Note: The authorisation rule must at least match the signing rule of the accounts loaded, e.g. if the account signing rule is "two to sign"; then the "Two to Authorise" rule must be selected for Business Online.
3

Choose an administration rule

Decide if you want one or two Administrators to approve administration tasks, such as setting up Creator/Viewers, issuing passwords, editing user access or deleting users. We recommend that if your Business Online authorisation rule is "Two to Authorise"; your administration rule should be Dual Administration for added security.
4

Download and complete application

Complete your application form, print all 5 pages, and return this to your branch or relationship manager. It's important that the Account Owner returns the form as we need to verify identificationÂą.
Download application form
5

Login for first time

During registration, we will set up your nominated Administrators and Authorisers, then provide the login details to your Administrators. Administrators then set up Creator/Viewers within Business Online.
Download first time login guide

Information about identification.

Westpac is, or may be, required to verify the identity of all the Administrators and/or Authorisers nominated and certain other information in your 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 details1, no further action is required.

If the nominated individual is NOT a signatory of a Westpac account (either an account of the organisation or a personal account), they MUST complete a 'Customer Information Certificate - Business Online User'. This form is part of the Business Online Application form.

They must then take acceptable identification1 and hand the form in person to a relationship manager or a Westpac branch.

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 Referee1 and then the form can be submitted along with the certified copy to a relationship manager or Westpac branch.

Need help? Talk to us.

Call the Business Online Helpdesk, Monday to Friday, 8am to 8pm. If you are calling from overseas, call +64 4 499 0410 (international toll charge will apply).

Things you should know.

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

Business Online Terms and Conditions apply