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).
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.
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.