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Loading new accounts

26 April 2011

BankLink respects your privacy. Please see our Privacy Disclosure Statement for more details on how we collect, use and disclose your personal information. Click on the links below to download the forms for loading new accounts onto The BankLink Service.

Client Authority Form

To load an account onto The BankLink Service we require a signed Client Authority Form. There are two simple ways to get one:

  1. Download one here >
  2. Simply visit the Clients page in BankLink Practice. You'll find a download link direct from your software in the 'Contact Clients' section

Loading Provisional Accounts

Our Provisional Accounts functionality lets you process all of your clients' accounts in BankLink Practice - even ones that aren't currently available through BankLink.

Using a Provisional Account, you can enter or import transactions supplied by your client until the account becomes available. Once any of your Provisional Accounts become available we'll let you know, what actions you need to take.

If you would like to request a Provisional Account, please complete these steps:

  1. Complete a Client Authority Form as normal, but use the check box to indicate that any accounts not available through The BankLink Service should be supplied as Provisional Accounts
  2. Post or email your completed forms to us.

HSBC Form

HSBC accounts require an additional HSBC form. Please download the form here.

To view an example of a completed version of this form, click here.

Both the BankLink Client Authority Form and the HSBC form must be completed and sent to BankLink to load HSBC accounts onto BankLink.

 

Bank of Queensland Customer Authority to Disclose Information Form

From 1 September 2014 BOQ requires your clients to complete an additional form in order to load their accounts to MYOB BankLink.

This 'Customer Authority to Disclose Information' form details additional privacy information specific to BOQ, which clients need to acknowledge and is required in addition to MYOB Banklink's Client Authority Form.

Download the form here.

 


Macquarie Wrap accounts

BankLink can deliver Wrap data in two ways and it is important that you select the most appropriate method for your practice. Please review this guide before making your choice.

Several companies use Macquarie's platform to offer other Wrap products via The BankLink Service. Download the full list here.