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, you must first upgrade to BankLink Practice 2011.
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.
HSBC Accounts
HSBC accounts require an additional HSBC form
Both the BankLink Third Party Authority and the HSBC form must be completed and sent to BankLink to load HSBC accounts onto The BankLink Service.
If you require help completing your HSBC form, download our sample form
