Deposits and withdrawals- Wealth


Direct Credit

Time to process: 2 business days 

Ongoing direct credit can be set up with the client's bank directly. Cash expectations must be set on the platform under the Cash Hub.

Direct Debit

Time to process: 5 business days 


Time to process: Up to 5 business days


Time to process: 1 business day if submitted before 11.45 AM Sydney Time, otherwise 2 business days

You can set up singular or regular withdrawals, set under the Cash Hub.


Bpay and EFT details are available in the Cash Hub > Payments In.

EFT details will alter depending on the type of currency you’re looking to deposit.


Withdrawals can be made as a single one-off, or set up as regular payments, which will go to the client’s nominated bank account.