How do I add a direct debit once the account is active?

Applicable for wealth accounts only.

In the Literature Library, the Direct Debit Request form will appear which you will need the client to sign and date. 

Either email the form to wealth@masonstevens.com.au or submit this as a Service Request.

How long does it take for the funds to be debited?

Once the Direct Debit Agreement Service Request form has been submitted via email or as a Service Request, if the bank account is an existing bank account, it will take two days for the funds to be debited and another two days for the funds to become apart of the available cash.

If the bank account is a new bank account, we will need to verify the form by giving the client a call. Once the client has confirmed the new bank account it will then take two days for the funds to be debited and an additional two days for the funds to become part of the available cash.

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