How do I add a new account to an existing account group?

To add a new account to an existing account group in online banking for business, make sure you have:

• The Manage service agreement permission and the associated right to View
• The Manage account groups permission and the associated right to View
• If required, self-approval for each permission (allows you to approve a task initiated by the user)
• An existing account group or create a new account group

To add an account to an account group:

Important: If you are in a business group, you must select the service agreement starting with "**" to choose a business group (main entity and other entities), since an action made to the main entity will not apply to all the entities who are part of the business group.

1. Sign in to online banking for business.
2. In the left menu under Administration, click Manage access.
3. Select the Account group tab.
4. Click the pencil icon (Edit) to the right of the account group to which you want to add an account.
5. Click Add accounts.
6. Select the account you want to add, then click Add.
7. Click Save.
8. Adding an account to an account group requires one or more approvals. Approvers will receive a notification alerting them to approve the addition of the account group.

Good to know

• A new account must be added to an account group before it can be viewed in the summary.
• To view your credit facilities, loans or Bank Administration Institute (BAI) products online, you need to add them by going to the Other administration options tab in online banking for business.