Your client can make a payment into their Investment cash account in a number of ways:
- EFT
- BPAY®
- Direct debit.
Your client can make a payment into their Investment cash account in a number of ways:
Your client can transfer funds into their cash account from other financial institutions via their online banking services.
The branch (BSB) number for the Wrap Cash Account and Wrap Invest Cash Account is 182-512.
Please note:
Your client can initiate a transfer between their accounts. See how your client can Transfer money or make a payment from their account.
Your client can transfer funds to their Wrap Cash Account or Wrap Invest Cash Account from overseas by:
Your client can send funds to their account via BPAY. They’ll need to contact the financial institution holding the funds, which must be a BPAY payer. Use the following details to make the transfer:
Please note BPAY deposits take up to three business days to clear.
Direct debits are the easiest way your client can automate regular deposits into their account.
Your client can set up a direct debit from an account they have with another financial institution. They can elect this on the online application at the time their account is opened or complete the Direct Debit Request form.
This form can also be used to facilitate a one-off direct debit. You can find this form on Adviser Tools by searching for "Direct Debit Request form".
The name of the bank account being debited must match the account name. We can't action requests to debit third party accounts.
Your clients will need to provide a copy of a recent bank statement (that’s less than six months old) for the account they’re debiting which is used to verify the account details.
In circumstances where the account they’re nominating for direct debits doesn’t issue statements, we will accept alternative documents that clearly reflect the account name and details, for example a Transaction Report or screenshot of the online bank statement.
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