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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.
Please note: We have an enhanced level of security when changing bank details.
To change these bank details:
Enter the last four (4) digits of your current bank account number.
Add the name of who holds 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 for Changing Bank Details
After you have completed the steps above, please follow this additional security process to ensure the safety of your account:
Send a copy of your bank statement showing the account holders name(s) and the BSB/ account number.
Email the statement to invest@investsmart.com.au, making sure that the name of the bank account holders matches the PMA holders.
We'll give you a call on your registered phone number to confirm that you're the one requesting the change.
By completing these additional steps, we can further ensure the security of your account when changing bank details.