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How do I to set up an automatic sweep to my High Interest Account?

Setting up an automated sweep ensures any uninvested sums in your nabtrade Cash Account are automatically moved into your High Interest Account to maximise your interest while you wait for your next investment opportunity.

To set this up:

  1. Log in to nabtrade using your User ID and Password.
  2. Navigate to Transfer & Pay.
  3.  Select Sweep transfers > Set up a sweep.
  4.  Enter the required details, such as the cash account you want to transfer the funds from and the High Interest Account you want to transfer the funds to and select Next.
  5. Review details and select Confirm.

You can set a minimum balance to retain in the Cash Account as well as the frequency for how often you would like the sweep to occur and when you would like it to start and end.

  1. Log in to nabtrade using your User ID and Password.
  2. Navigate to Cash > Cash Account.
  3.  Select Set up a sweep on the right-hand side of the page.
  4. In the pop-up window, follow the prompts and enter the required details, such as the cash account you want to transfer the funds from and the High Interest Account you want to transfer the funds to. 

You can set a minimum balance to retain in the Cash Account as well as the frequency for how often you would like the sweep to occur and when you would like it to start and end. Be sure to have your four-character Trading PIN handy to confirm the set-up of the sweep.

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FAQs

How do I set up a nabtrade High Interest Account?

What are the transfer limits on my cash account and HIA?

How do I transfer funds between my account?

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