Loading an account onto The BankLink Service
20 April 2011To load an account onto The BankLink Service we require a signed Client Authority Form. You'll also find this form on the Clients page in BankLink Practice.
Loading Provisional Accounts
To load a Provisional Account, you must first upgrade to BankLink Practice 2011.
If you would like to request a Provisional Account, please complete these steps:
- Complete a Client Authority Form - Make sure you tick the appropriate box to indicate that this is a Provisional Account
- Complete our Provisional Account Terms and Conditions - Make sure to include your Practice Code as well as your signature. Return this to us via post along with your Third Party Authority Form, or send it to us by email.
HSBC Accounts
HSBC accounts require an additional HSBC form
Both the BankLink Client Authority Form and the HSBC form must be completed and sent to BankLink to load HSBC accounts onto BankLink.
If you require help completing your HSBC form, download our sample form
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.
- All Wrap Data - requires an additional form, click here to download it.
- Cash Data Only - download our Client Authority Form
Several companies use Macquarie's platform to offer other Wrap products via The BankLink Service. Download the full list here.
