How to add Adviser Group- Bank Account Details

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

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