Option 1: Update the BSB and account number in Browse Holding accounts
Navigate to Fund Level > Investments > Browse Holding Accounts
- Click on the account to be updated
- Click on the Details tab
- Click Edit
- Update the BSB and account number
- Click Save and Close
Option 2: Bank account treated as a separate account
Navigate to Fund Level > Feeds > Feeds Console
- Click on the BT Panorama feed
- Unlink the existing bank account
- Set it to manually imported
Navigate to Fund Level > Transactions > Browse Bank Statements
- Delete the transaction (Your Wrap Transaction Account Balance (including income)has been withdrawn from your account in Wrap and deposited into a new BT Cash management account.
- Delete all transactions after "Migration to Panorama Transfer"
Do not delete "Migration to Panorama Transfer"
Navigate to Fund Level > Investments > New Holding Account > Bank Account
- Create a new bank account
- Link the new account to the BT Panorama feed