For one reason or another, if you're not able to provide us the authority to do a Direct Debit from an Australian bank account - we request that you transfer the funds directly to our bank account using the Payment Reference provided on your investment.
There are two ways you can do this:
- Select 'bank transfer' as your option (not direct debit) when completing your investment application.
- Update payment details in your portfolio once you have completed your investment application
How to update payment details in your portfolio once you have completed your investment application
- Complete your investment
- Go to My Portfolio
- Update Payment Details for the investment you've made
- Complete Bank Transfer manually using your unique reference number
Find your Pending Investment, Reference Number & Update Payment Method
1. Find your unique reference number
It's really important that you include the Payment Reference when making a bank transfer - we use this to reconcile the transaction automatically.
See below a screenshot on viewing your investment Payment Reference in your My Portfolio Investments page.
You can also locate your payment reference on the screen of the payment transfer which will relate to the nominated company you clicked on 'make payment' for:
2. Complete your transfer with the details provided.
Birchal Australian Bank Details
Account Name / Payee: Birchal Financial Services
Australian BSB: 083004
Australian Account Number: 920586542
Reference Number: Please insert your unique reference number (starts with "100..")
3. Hit "Confirm Payment Transfer" button after transferring the funds.
Note below image is an example only - please do not use this reference number
Timeframe to confirm your investment
If the payment reference was entered correctly, a bank transfer can take 3-5 business days to reconcile - so please ignore any failed payment notifications or other messages till after this period expires.
If you forgot to include your reference number- please let us know ASAP on [email protected] so we can match the transfer to your investment and ease off the payment reminder emails! :)