Finding IPFX

Before I used to….

Find CommBiz Markets under the Markets tab.

Now I will…

Find IPFX under the Payables tab.

Create FX Trades

Before I used to….

Select 'Foreign Exchange' from the menu.

Now I can…

  • Create FX Trades via the dashboard
  • Or via 'Make a Payment'.

Pre-deliver trades

Before I used to….

Pre-deliver a Forward contract and add settlement instructions.

Now I can…

  • Pre-deliver under 'Outstanding Trades' 
  • Or via 'Make a Payment'
  • Or via 'Trade History'.

Extend trades

Before I used to….

Go to Outstanding Trades, select the trade and extend.

Now I can…

  • Extend trades via 'Outstanding Trades'
  • Or via  'Trade History'.

Settle Trades

Before I used to….

Go to Outstanding Trades, click to add settlement instructions

Now I can…

  • Settle trades via 'Outstanding Trades', select the checkbox next to the trade and scroll down the page to find 'Attach Instructions'
  • Or I do this via 'Make a Payment'

Address Book

Before I used to….

Access the Address Book via the Markets tab.

Now I…

Access the Address Book under the Payables tab (all beneficiary details will remain from your CommBiz Markets address book).

Access Trades

Before I used to….

Access 'Previous Trades' via the menu.

Now I can…

  • Access under 'View Trades' on the Dashboard
  • Same currency are under 'View Payments'.

Things you should know

This information is published solely for information purposes and is not to be construed as a solicitation, an offer or recommendation by the Commonwealth Bank of Australia. The information may be incomplete or not up to date and may contain errors and omissions. It must not be relied upon as financial product advice and is not investment research. As this information has been prepared without considering your objectives, financial situation or needs, before acting on the information you should consider its appropriateness to your circumstances and if necessary, seek appropriate professional advice. We believe that this information is correct at the time of publishing and any opinions, conclusions or recommendations are reasonably held based on the information available at the time of its compilation but no representation or warranty, either expressed or implied, is made or provided as to the accuracy, reliability or completeness of any statement made. 

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