How To Add Adviser Bank Account Details

1. Go to 'Business Setup' > Advisers > Select the adviser in which you want to add Bank Details

2. Click on the ‘Bank Details’ tab on the Adviser screen. Click on the ‘Add’ button.


3. Enter ‘Account Name’, ‘BSB Number’,  ‘Account Number’ and click on ‘Save’ button

(Note: BSB number is a Bank State Branch number used in Australia for a bank code which is a branch identifier)

  4. Bank account details are added.

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