How to set up a banking product after onboarding

1. Once you have retrieved the client using Quick search.

Go to Add portfolio.

2. Along the horizontal menu, select Add banking product portfolio.

3. You will need to select between Macquarie CMA and/or Rabobank CMA as a provider.

Additionally, we will require the following details to initiate this feed,

  • Account name
  • Account number
  • BSB

You can add more than one banking product, by selecting Add another banking product.

 

Where the external banking product appears

1. Once you have created the portfolio, you will be immediately taken to the Holdings page. 

2. The balance for the CMA will be reflected immediately.

The balances are updated after 8AM each day.

 

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