|From the Main Toolbar, go to Settings.||
|Select Contacts from the list.||
How to add an Other Entity
- Select Add Contact and the Adding a Type of Contact sub screen will appear.
- Select Other Entity.
The Add/Edit Other Entity screen will appear. Input the following information:
Input the Entity name
Input the Entity's email address
Phone Input the Entity's contact number ABN Input the Australian Business Number if the country of jurisdiction is Australia USI Input the Unique Superannuation Identifier (if applicable). SPIN Input the Superannuation Product Identification Number (if applicable). Member Account Number Input the Member Account Number (if applicable).
Input the address of the Entity
- Select Create Other Entity.