The Select Accounts function allows you to customise the accounts you want displayed, based on the purpose of your Bendigo e-banking session. With the option to link up to 20 customers together you have the flexibility to do your personal or business banking through the same session. You only need one Access ID to be able to choose from any of your accounts that you want to see and use within Bendigo e-banking. A maximum of 99 accounts can be selected at any one time. They can all be attached to one customer number or a combination of accounts from any of your customer numbers.

Note: If you have less than the maximum number of accounts available for selection (99), then initially all your accounts will be displayed.

Select the Accounts category from the top navigation menu, click on the Display Options item from the side navigation menu and then click on the Select Accounts tab jsut under the screen title line.

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Customer Selection

The first screen displayed is the Customer Selection screen which lists all of the customer numbers from which you can select accounts. For each customer number that you are an authorised signatory of the following information will be displayed;

Name

Displays the full title of each customer record you have registered for Bendigo e-banking.

Customer Number

Displays a Bendigo Bank generated customer number for each account listed.

Accounts Selected

The number of accounts currently selected under each customer number.

Accounts Available

The total number of accounts available for selection under each customer number.

Action Button

There is one action button available:

Modify

Pressing the Modify button will transfer you to the Account Selection screen where you can select the specific accounts you want to display.

Check the radio button beside the customer number that you want to select your accounts from. When you click inside the button, a dot will appear to indicate that it is selected. Once the correct customer number has been selected press the Modify button.

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Account Selection screen

The Account Selection screen lists all accounts available for selection belonging to the customer number you chose from the Customer Selection screen..

For each account number that you are an authorised signatory of the following information will be displayed.;

Select All

All accounts or specific selected accounts can be chosen by ticking the appropriate box(es).

Account Name

The name of the account is displayed in this column (e.g. Statement Account).

BSB - Account Number

The BSB number and account number of each account is displayed in this column. These are the numbers you should use to direct funds to or from your account using external systems such as Direct Debits, Direct Credits or other bank’s Pay Anyone services.

Current Balance

The current balance of each account is listed.

Available Balance

The current balance less any amounts on hold (e.g. credit card purchases or cheque deposits).

Customer Number

Shows a Bendigo Bank generated customer number and ledger for each account listed.

Action Buttons

There are two action buttons available:

Update

Pressing the Update button will transfer you to the confirmation screen where you can accept or decline the changes you have entered.

Cancel

Pressing the Cancel button will cancel all the selections and return you to the Customer Selection screen where you can make new selections.

Note: You can choose the 'Select All' check box and all of the accounts will be selected or you can check the boxes beside only those accounts that you want selected. Pressing the 'Select All' check box twice will de-select all accounts.

Once you have completed your selection(s) press the Update button to view a list of the accounts selected where you can either accept or decline your choices. After confirming your selection you will be returned to the Customer Selection screen.

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Confirmation screen

The Account Selection Confirmation screen lists all accounts you have selected or removed and allows you to either accept or decline your choices.

Action Buttons

There are two action buttons available:

Accept

Pressing the Accept button will return you to the Customer Selection screen where a message will be displayed confirming the successful update of your selections.

Decline

Pressing the Decline button will stop any changes you have made and return you to the Account Selection screen to make your selections again.

Repeat the selection options until you have chosen all the accounts you want displayed, up to a maximum of 99 accounts. You can change your selections at any time.

Note: If at any time your selection will exceed the maximum number allowable (99) an error message will be displayed. The last selection you made will not be saved and you will need to make a different selection.

For example, if you have linked a customer number that has 40 accounts attached and you already have 70 accounts in your selection list you cannot select the 'Select All' check box. This will exceed the maximum number of accounts allowable, in this case by 11 accounts, so you will need to select the specific accounts that you want displayed individually rather than using the 'Select All' option.