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Groups / Advisers
Accounts
Models / Managers
Account Code
BU
Name
Text
Type
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Account Settings
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Cash Switch
Cash Consolidation
Withdrawal
Direct Debit
Please select an Account before viewing this page.
Cash Switch Details
Validate Cash Switch
Please ensure that a deposit portfolio is selected and the allocation is greater than zero and less than the balance of the account being debited.
Select Portfolio for withdrawal
Enter deposit amount(s)
Validate Cash Switch
Cash Switch Confirmation
Cash Consolidation Details
Validate Cash Consolidation
Please ensure that a deposit portfolio is selected and the allocation is greater than zero and less than the balance of the account being debited.
Select Portfolio for deposit
Enter withdrawal amount(s)
Portfolio
Available Cash (AUD)*
Amount (AUD)
Validate Cash Consolidation
Cash Consolidation Confirmation
Client doesn't have a bank account.
Withdrawal to Bank Account
Validate Withdrawal
Please ensure that a withdrawal amount has been input and that a bank account has been selected.
Select Bank Account to deposit to
Enter withdrawal amount(s)
Lodgement Reference: Sent to Bank (18 character limit)
Transaction Annotation: Appears on reports / cash statements
Validate Withdrawal
Withdrawal to Bank Confirmation
Client doesn't have a bank account.
Debit Details
Validate Debit
Please review the Direct Debit details and ensure you have selected a Bank Account and entered a Deposit Amount, Lodgement Reference and Transaction Annotation.
Select Bank Account to withdraw from
Enter Deposit amount(s)
Lodgement Reference*: Sent to Bank (18 character limit)
Transaction Annotation*: Appears on reports / cash statements
Validate Debit
Debit Confirmation
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