What this guide's for

Learn how to link CommBank and non-CommBank accounts.

Why you'd do this

To link and manage your accounts online using CommBiz.

What you'll need

  • Administrator permission
  • Bank account details of the accounts you'd like to add

 

How to give electronic account authority

What's electronic account authority?

Electronic account authority provides access to manage and transact in CommBiz rather than just view accounts.

Step 1

  • Tick the box next to the accounts you'd like to give electronic account authority to. Click Define authority. You can set this up as new or copy it over from an existing authority.
  • If you're skipping this step, click NextConfirm on the next page.

Step 2

  • Once you've given electronic account authority, click Next to confirm details, then Confirm. You'll be given a reference number.
  • If the details aren't correct, click Modify.

Step 3

  • Print forms from the confirmation page, sign them and send to us via email at bankfeed@cba.com.au or post:

CommBiz Client Maintenance
Level 1, 31 Birnie Avenue
Lidcombe, NSW 2148

  • Tick the box confirming that you've saved or printed the Maintenance request forms. Click OK

 

The confirmed add accounts page in CommBiz under the admin tab.

How to add non-CommBank accounts

Step 1

  • Log on and go to Admin then click Maintenance requests followed by Add accounts
  • Click the Add accounts button, then Next.
 The add or re-enable account screen in CommBiz with the add account button selected.

Step 2

  • Pick an account type from the drop down menu and enter the account details and the currency you'd like to use. Click Add.
  • Click the Here link to search a list of financial institutions you can add.
  • You can link more than one account at a time. Repeat the steps.
  • To give electronic account authority, click Next.
Screen with fields to enter bank account details in CommBiz add account page.

How to search for a third party bank

Step 1

  • Enter the search criteria to narrow your search results. A bank code is a SWIFT code. Click Search.
  • Select the bank you need, then click OK.
 A screen with fields to enter bank account details for third party accounts in CommBiz.

 A screen with fields to enter bank account details for third party accounts in CommBiz.

Step 2

  • Check all details are correct and click add. If you'd like to add more accounts repeat the above steps
  • Once you have added the account, click Next
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Step 3

  • Print CommBank forms from the confirmation page, sign them and send to us via email at bankfeed@cba.com.au or post:

CommBiz Client Maintenance
Level 1, 31 Birnie Avenue
Lidcombe, NSW 2148

  • You'll also print a form to sign and send to the other financial institution whose accounts you're linking. Check with them where to send this.
  • Tick the box confirming that you've saved or printed the Maintenance requeLinking CommBank and non-CommBank accountsst forms. Click OK.
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Things you should know

This guide is published solely for information purposes. As this guide has been prepared without considering your objectives, financial situation or needs, you should consider its appropriateness to your circumstances and if necessary seek the appropriate financial advice before acting on information in this guide. Commonwealth Bank of Australia ABN 48 123 123 1234. Call 13 2221 or view our terms and conditions.