Add a new account under a different business

There are two ways you can request to add a new account under a different business name.

NAB Connect Amendment form

Make sure you’re logged into NAB Connect as an Administrator to get started.

1. From the Admin menu, select ‘Facility Amendment’.
2. Select 'Add account and products in a different name to your NAB Connect facility', then select 'Next'.
3. Confirm Business contact details and update with new details if required then select 'Next'.
4. In the 'Do you want all new accounts/products/entities made available for eligible services?' section, select:
   • Yes, to add the new accounts to all the services currently registered to your NAB Connect facility.
   • No, we will contact you to discuss the access required.
5. In the 'What user access is required?' section, select the users who will need access.
6. Select the account type and enter in the new account details.
7. In the 'Do you want all your current and future Products linked to this business legal name to appear on your NAB connect facility?’ section, select:
   • Yes, this will be treated as a Related entity and all current products (accounts, credit cards and merchant facilities) under this business legal name will be available on Your NAB Connect facility for services and users as specified above in ‘Account availability and access’.
   • No, it will be treated as a third party account.
8. Review details and Select 'Submit'. A confirmation screen will appear with a unique reference number.
9. A password protected pdf will be emailed to the nominated business contact for the signatories to sign. An SMS with a password to the pdf will also be sent to the nominated business contact.
   • Note: If you have requested other accounts, in a different legal name to be linked to the NAB Connect facility, these signatories will need to sign too.
   • If you don’t receive an email within 8 hours please contact NAB Connect Servicing on 1300 888 413.
10. Email the signed form via return email

Alternatively, you can use the NAB Connect Amendment form via nab.com.au.

Logging into NAB Connect

Make sure you’re logged into NAB Connect as an Administrator to get started.

1. From the Admin menu, select ‘Amendments’. 
2. Select Create request.
3. In the Request type drop-down list, select ‘Add accounts’. The form will then expand to display more fields.
4. In the Requestor contact details field, check the customer details that NAB Connect has pre-populated.
5. Verify the contact phone and email details, and update with new details if required.
6. In the Accounts section, select ‘Add account’.
7. Select the relevant account type and then complete the details for the account, card or merchant facility that you want to add to your NAB Connect facility.
   • To add a ‘Merchant Facility’, select the Credit card account type and type the Merchant ID in the Card number field. In the Preferred Name field, type ‘Merchant’. Merchant facilities are only available via Online Statements.
   • If you want to add more accounts, select Add and next. If not, select Add and close. The Amendment Request screen redisplays with the accounts listed in the Accounts section.
   • Select Next.
8. In the Assign new accounts to services section, select: 
   • Yes, to add the new accounts to all the services currently registered to your NAB Connect facility.
   • No, to select which accounts you want your services to be used with. This displays the Accounts/Services matrix. Select the services to assign the new accounts to.
9. Select Next to continue.
10. In the Assign new accounts to users section, select: 
    • Yes, to add the new accounts to all users currently registered to your NAB Connect facility. 
    • No, to select which accounts you want to add to your users. This displays the Accounts/Users matrix. Select the users to assign the new accounts to. Select Next to continue.

Read the next steps and select Print request to generate a PDF. The form generated will display sections that didn’t appear on the screen/section you just completed, such as:

• Terms and Conditions
• Customer Declaration and Execution.

Sign where indicated, scan and email your signed PDF to NABConnect.Onboarding@nab.com.au. You will receive a reference number via email to confirm receipt of your request.