- On the left panel, click on MyFINANCIALS.
- Click “Add a New Card“
- Select “Assets” on the dropdown
- Select “Bank Accounts” and enter all the details of your offset account especially the last 4 digits of the account.
- If you have already added your mortgage on the Borrowings page, select the specific loan and link your offset account to the loan.
- Or, add the mortgage to the Borrowings Page. To know the process of adding your mortgage on the Borrowings page, click here.