You can change your bank account details online here.

Or login and go to My Account > My Investments > Portfolio Actions > Investment Preferences.

You can also check your current bank account details.

Please note: We have an enhanced level of security when changing bank details.

To change these bank details:

  1. Enter the last four (4) digits of your current bank account number.

  2. Add the name of who holds this bank account in New Account Name

  3. Enter the BSB

  4. Enter the new account number

  5. Scroll to the bottom of the page and click Save Preferences

  6. You will be asked to verify using a code sent to either your mobile phone or email address.

Security Process to change bank details

We take security seriously and have an enhanced procedure to change your bank details.

  1. We require a recent photograph along with photographic ID (drivers licence or passport) from each signatory.

  2. You can email this to invest@investsmart.com.au

  3. We will also call you on your telephone number to confirm that you are changing these details.

Who will need to provide a photograph and photographic ID?

Account Type

Who needs to provide?

Individual

The individual account holder

Joint

Both persons named in the joint account

SMSF with Individual Trustees

Each trustee listed in the Trust Deed

SMSF with Company as the Trustee

Each director of the company as listed as trustee

Family Trust with Individual Trustees

Each trustee listed in the Trust Deed

Family Trust with Company as the Trustee

Each director of the company listed as trustee

Child's account with one parent/guardian

The parent/guardian

Child's account with two parents/guardians

Both parents/guardians


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