How do I add and update bank details of clients?

Where can I find the form to add or update my client’s bank details?

1. Using your log in, you can locate the form to add or update your client’s bank details via the vertical menu, under Literature Library.

2. Scroll down to Investments (including SMSF) – Documents & Forms.

These forms are all related to our Investment Product.

3. Select the Service Request Form – changes to an account (investments only).

Where do I upload the form?
Once the form has been completed and signed by your client, under Create new located at the top right of the page, you can submit the form as a Service request.

1. Under Service request type select Bank account change.

2. Search the Account you are adding or updating the bank details for.

3. Upload the completed Service Request Form – changes to an account (investments only).

4. You can now submit the request.

How do I check the progress of my service request?

1. Select Work in progress under Adviser home via the vertical menu.

2. A horizontal menu will appear. Click Service requests.

3. You have the ability to filter options and see further details regarding the service request.

Was this article helpful?
0 out of 0 found this helpful