Client authorsationMade Simple
Generate Third Party Authority documents that grant you secure access to client information from banks, insurance companies, KiwiSaver providers, and investment platforms. Electronic signatures make data gathering seamless.
What's Included in Every TPA
Access Scope
What you can access
Clear Restrictions
What you cannot do
E-Signatures
Mobile optimised
Audit Trail
Full compliance
What you can (and can't) access
Third Party Authority grants you specific permissions to gather client information for advice purposes—with clear restrictions to protect client assets.
Banks & Financial Institutions
Access account statements, balances, and transaction history
- View account balances
- Request account statements
- Access transaction history
- Obtain interest rate information
Insurance Companies
Review policy details, coverage, and premium information
- View policy documents
- Check coverage details
- Access premium information
- Review beneficiary details
KiwiSaver Providers
Access fund information, balances, and contribution details
- View current balance
- Check fund allocation
- Access contribution history
- Review fee structures
Investment Platforms
Review portfolio holdings, performance, and transactions
- View portfolio holdings
- Access performance reports
- Check transaction history
- Review fee disclosures
Built-In Restrictions for Client Protection
TPAs are read-only access documents. You can gather information for advice purposes, but cannot perform any account operations.
Cannot withdraw funds from accounts
Cannot operate accounts or make transactions
Cannot change account details or beneficiaries
Cannot open or close accounts
Cannot authorize loans or credit facilities
Cannot make investment decisions without client approval
Flexible Validity Periods
Set custom validity periods for your TPAs—from specific durations to ongoing authorization. Clients can revoke access at any time.
Set Duration
12 months, 24 months, etc.
Ongoing
Until client revokes
Renewable
Easy renewal process
When you need TPA documents
Third Party Authority documents streamline data gathering across the client lifecycle—from onboarding to annual reviews.
Initial Client Data Gathering
Scenario
New client onboarding requires comprehensive financial information
Process
Instead of waiting weeks for clients to manually gather statements from multiple institutions, send a TPA for electronic signing. Access all required information directly from providers within days.
Benefit
Faster onboarding, complete data, better first impression
Portfolio & Asset Reviews
Scenario
Annual review or strategy session needs current account balances
Process
Generate TPA to access up-to-date portfolio holdings, balances, and performance across all client accounts—banks, investments, KiwiSaver, insurance.
Benefit
Real-time data for accurate advice, no chasing clients for statements
Insurance Policy Reviews
Scenario
Client needs insurance advice but policies are held with multiple providers
Process
TPA grants access to all policy documents, coverage details, premiums, and beneficiary information from insurance companies directly.
Benefit
Complete picture of insurance coverage without client legwork
Annual Compliance Checks
Scenario
Regulatory requirement to verify client asset positions annually
Process
Use existing TPA to pull current statements and balances from all providers for compliance documentation and record-keeping.
Benefit
Streamlined compliance process, audit-ready documentation
Switching to New Adviser
Scenario
Client transferring from another adviser needs information access
Process
Establish TPA authorization immediately to access historical account data, portfolio holdings, and transaction history from all institutions.
Benefit
Smooth transition, complete context, no information gaps
Pro tip: Generate TPAs at the start of your client relationship for ongoing access. Clients sign once, you access information as needed throughout the engagement—no repeated authorisation requests.
From generation to authorisation
The entire process—from creating the TPA to obtaining client authorisation—takes minutes instead of weeks.
Select Client & Generate
Choose household, select TPA template, click generate
Customise Scope
Specify which institutions and what information you need to access
Generate Secure Link
Create password-protected link with email verification
Client Signs
Client reviews permissions, verifies email, and signs electronically
Access Information
Present TPA to institutions to gather required client data
Ready to transform your financial advice practice?
Join financial advisers using Wealthie's agentic document generation to streamline their practice and deliver better client outcomes with seamless data integration.
Live data integration with your modelling and CRM platform for instant document generation
Digital sharing with one-click link generation and secure client delivery & access
Smart templates for SOAs, TOEs, discovery forms, and all essential advice documents
Meaningful time savings turning hours of manual work into minutes of review time
Included with modelling and CRM plans — document generation comes standard with all Wealthie subscriptions.
Join the waitlist
Be among the first advisers to get access to Wealthie. No commitment required.
Join the waitlistJoin CFP Accredited financial advisers already using Wealthie