How to set up a banking product during onboarding

1. During the onboarding wizard under Investment and fees, you will be able to locate the destination to set up Banking products.

2. Once you have selected ‘Yes’ to Do you want to add a banking product, you will then 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

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

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