How to see, view, or change the nominated bank account for my Professionally Managed Account (PMA)?

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?