Add a bank account to an investor

Bank accounts for investing are separated from bank accounts for borrowing. Bank accounts against the investor are used for investing purposes and the instructions below outline how to add a bank account to an investor.

1. Login to Clearmatch Fusion with the relevant credentials:

2. Navigate to Home Pages > Investing:

3. Select the Investors option under Fund Accounts:

4. Use the Filter Options to search for and find the right investor (click on the  button once the filter selection has been made): 

5. Once found, select the investor by clicking on the link via their Name or Available Balance:

6. This will redirect to the Display Investor page for the selected investor. Click on the Actions Panel  > Bank Accounts > Add Australia Bank Account:

7. Enter the details of the Account Number and provide the Account Name for the investor bank account: 

Click on the  button to add the account against the investor or the  button to return back to the Display Investor page.

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