A How To: On Update your clients dividend bank account
1. To update the dividend bank account, navigate to the lefthand menu and click “Account Maintenance” and then “HIN details”.
2. Click on the blue pen icon next to Bank Details. A pop-up box will appear where you can edit the bank account.
3. Once you have made the required updates, click confirm. Please carefully check the attestation to ensure you are authorised to make this update.
4. Once you are satisfied, click OK.
5. The update will take effect in around 30 seconds, and you may need to refresh the screen for the new bank account to be visible.
6. If you also need to update the bank account for settlement, there is a separate instruction guide on how to do this.