How Do I Set Up An Ongoing Direct Debit Facility?

Applicable for wealth accounts only.

The below only applies, if Ongoing debit authority (giving your adviser the authority to debit your nominated bank account as they see fit to meet your investment methods) has been selected. 

  1. Once the direct debit request form has been submitted and the ongoing debit authority has been selected, under Cash hub select Payments in then Direct debit. 
  2. You will be able to toggle between single and regular. 
  3. Once the debit amount has been submitted, allow up to 5 business days for the funds to be received and allocated to your account. 
Where can I locate the direct debit service request agreement form?
  1. From the Adviser Dashboard, navigate to Literature Library in the vertical menu.
  2. Scroll down to the heading Investments (including SMSF) – Documents & Forms.

The form is called Direct Debit Request Form.

Click here to view the submission process of the form (view Step 4).

How do I add a direct debit once the account is active?
  1. 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 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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