Create a New Application

How to Create a New Application Using BFSConnect

Welcome to BFSConnect, our client service portal. This guide will walk you through the process of creating a new application using BFSConnect.

1. Accessing the Application Dashboard

   • To begin, click on "Applications" in the top toolbar. This will take you to the application dashboard.

2. Creating a New Application

   • On the application dashboard, click on "Add New" to start a new application.
   • You can apply for a new product for yourself, another person, or on behalf of an organisation.

3. Applying on Behalf of an Organisation

   • If applying on behalf of an organisation, search for their details by entering their ABN or name.
   • Make sure to enter the organisation's name in full if searching by name.
   • Click on the magnifying glass to find your organisation.
   • If the organisation does not exist, click "Add Organisation" and enter relevant details.

4. Completing the Application

   • Select the account type you are applying for and click "Save and Continue."
   • Read and acknowledge the important information about applying with BFS.
   • Use the blue ribbon to navigate between screens or click "Next" within each screen.
   • Click "Save" at any time to save your application.
   • Draft applications can be found within the application dashboard.

5. Adding Signatories

   • In the signatory tab, select the number of signatories required to operate the account.
   • Ensure all signatory details are correct and complete additional questions.
   • Click "Submit" to proceed.

6. Adding Beneficial Owners

   • If there are additional beneficial owners not named as signatories, add their details in this section.

7. BFS Online Access

   • Nominate BFS online representatives if required in the BFS online users tab.

8. Account Details and Preferences

   • Fill in account details such as the account name and nickname for easy identification.
   • Set preferences for interest payments and transfers.

9. Client Authorisation

   • Complete the client authorisation, ensuring you agree to the terms.
   • Upload any required supporting documents, such as certified copies of minutes.

10. Review and Submit

    • Review all entered details and ensure mandatory fields are completed.
    • Click "Submit" to finalise the application.

11. Confirmation

    • Congratulations! Your application has been submitted.
    • Record the BFS reference number for future reference.