1. Business Setup > Adviser Group > Click on adviser group grid in which you wish to add Adviser Group - Bank Details
2. Click on the ‘Bank Details’ tab on the Adviser Group screen. Click on the ‘Add’ button.
3. Enter Account Name, BSB Number, Account Number
Note: BSB number is a Bank State Branch number used in Australia for a bank code, which is a branch identifier.
4. Click on ‘Save’ button
5. You can see that the Bank Detail is added on the screen