Establishing a Regular Deposit Plan
You can establish a regular deposit from your client’s Nominated Bank Account to their Cash Account, starting from a minimum of $100 per month.
When opening your client’s Spitfire Investments Account, tick the ‘Start Regular Deposit Plan’ option in the Application form and nominate a Deposit Amount.
Deposits will be drawn from your client’s Nominated Bank Account on the 20th calendar day of each month (or where the 20th is not a Business Day, on the next Business Day).
The nomination of a Regular Deposit Plan must be received by the 10th calendar day of the month to start on or around the 20th day of that month.
You can view your client’s Regular Deposit Plan amount via the ‘Regular Transactions’ option under the Accounts menu of your login.
Amending a Regular Deposit Plan
If you did not nominate a Regular Withdrawal Plan in the Application form you can create a new or amend an existing plan through our 'Regular Transactions' option.
For help or if you have a question, contact firstname.lastname@example.org for assistance.