Send Us You Bank Statements For the Last 180 Days Free Of Charge
Need help? Just follow the instructions or call our office on 1300 982 279.
1. Insert your full name below
2. Tick the box, agreeing to the terms and conditions (after you read them)
3. Then click on the blue start button
4. A new screen will open with a list of banking institutions to select
5. Choose your bank (if your bank is not listed here, please use the search option or contact us)
6. Log in with your online banking credentials as you normally would
7. Select the accounts you need to send us, this should be all accounts unless otherwise advised by your consultant
8. Click on the send button below the page to send the statements
9. Once they have been sent, you will automatically be logged out, and your done
Once we receive the bank statements, which is normally within seconds of you sending them, we will contact you shortly thereafter to confirm that we have received them.
Please call us on 1300 982 279 if you have any questions with this process or if you get stuck, or use live chat on the right hand side of the page for immediate assistance.