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Adding Client Bank Details

Updated over a year ago

To pay or transfer money to someone, you'll need the recipient's BSB and Account number.

A BSB is a six-digit number that identifies the bank, state, and branch where the account was opened and the account number is the identification number associated with the bank account

Each client in Zenu Trust has a profile card. Click the arrow on the individual client.

Add the bank account details to the record below & save with the "tick"

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