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You can change or view your current bank account details online here.
Please note: We have an enhanced level of security when changing bank details.
To change these bank details:
Go to Investment Preferences
Scroll to Bank Account Details
Enter the last four (4) digits of your current bank account number.
Add the name of who holds/owns this bank account in New Account Name
Enter the BSB
Enter the new account number
Scroll to the bottom of the page and click Save Preferences
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.
We require a recent photograph along with photographic ID (drivers licence or passport) from each signatory.
You can email this to invest@investsmart.com.au
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 |