Loading an account onto The BankLink Service
20 April 2011To load an account onto The BankLink Service we require a signed Third Party Authority Form. You'll also find this form on the Clients page in BankLink Practice.
Loading Provisional Accounts
To load a Provisional Account, your practice must be using the 2011 version of BankLink Practice or newer, upgrade BankLink Practice here.
If you would like to request a Provisional Account, please complete these steps:
- Complete a Third Party 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.
