<title>Assign a bank or broker to an existing account</title>
<category>accounts</category>
<klink type="prcdr">How do I assign a bank or broker to an existing account?</klink>
</index>
<content>
<extend>
<tease>Why?</tease>
<reveal>
<p>If you want to use online services, you need to specify a bank or broker for your account. If you don't assign one when you set up the account, you can do it when you decide to use online services.</p>
</reveal>
</extend>
<ol>
<li>Go to the <emph>Update details</emph> page for the account to which you want to assign a bank or broker.</li>
<extend>
<tease><showme/></tease>
<reveal>
<ol>
<li>On the <emph>Accounts & Bills</emph> menu, click <emph>Account List</emph>.</li>
<li>Click the account to which you want to assign a bank or broker.</li>
<li>In the left pane, click <emph>Change account details</emph>.</li>
</ol>
</reveal>
</extend>
<li>In the <emph>Financial institution</emph> box, select a name or enter your bank's or broker's official name from the statement it sends you.</li>