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Share your Credit Union SA business account

Share your Credit Union SA business account

In most cases, connecting your Credit Union SA business account to Lumi is a straightforward process. However, if you don’t see the account you intend to connect, you’ll need to take a few extra steps.

Adding a Nominated Representative

Before you can begin sharing your data, you’ll need to nominate at least one individual as a Nominated Representative to authorise and manage data sharing on behalf of the account. Your Nominated Representative must have internet banking access for the account as well as have an appropriate operational relationship. Once their identity has been verified, you can make the nomination by phoning Credit Union SA on 13 8777 to enable data sharing. In conjunction with their online functionality, you’ll be able to manage data sharing arrangements for Nominated Representatives.

Now that you’ve nominated a representative, you should be able to connect your Credit Union SA business account to Lumi.

Need a hand?

Can’t see your bank?

Can’t see your bank?

Our team can help you connect your business bank account. Get in touch and we’ll walk you through it.