How do I add a direct debit during onboarding?

Applicable for wealth accounts only

1.pngLocate the Create new button in the top right hand corner. Select Account.

2.pngRefer to the onboarding guide for Investment to begin the process.

3.pngA direct debit can be created in the Banking step during the onboarding process.

When you reach this step, fill in the relevant details of the client and select Yes to setting up a direct debit facility on the account.

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