How to add a bank account ?

To add a bank account, proceed as follows:

• Access the ACCEO Transphere homepage.

• Click Transactions and select Clients.

• In the Clients page, click the appropriate client to open their file.

• Click the Add bank account button.

Note: The fields preceded by a blue dot are mandatory.

• Enter the Branch number, Financial institution code (e.g. 815 for Desjardins) and the Bank account number.
• Click Add. A message indicates that the bank account has been successfully added.

In the client file, the bank account is added under their contact information.