View and update the financial institution details and accounts for your clients.
You can view and update the financial institution details (FID) and accounts for your clients.
The account details on this page will only be used to deposit refunds and ATO-held super; they won't be used for direct debits or payment plans.
To view and update financial institution details:
- select a client
- select Profile then Financial institution details to view income tax, activity statement and superannuation accounts
- Filter by account sequence number or account type
- FID will be listed against each account. To view full details, select the drop-down menu next to the relevant account. If no details are present, select Add to enter the relevant information
- if details are incorrect select Update or Delete next to the relevant account.
If we require account information to be updated an Update required indicator will display.
You can also view our Update financial institution details in Online services for agents video.