If you require your accreditation transferred with CBA, please notify the Broker Support team as they do all transfers via their online portal and therefore do not accept the generic form. After this has been done, you will receive an email from CBA within 48 hours asking you to complete the accreditation process online.
If you require your accreditation transferred with ANZ, Auswide, Bank Australia, Bank of Sydney, Beyond Bank, Bluestone, Citibank, Firstmac, Heritage Bank, ING Direct, Latitude, Mortgage Ezy, NOW Finance, Resimac, Suncorp or Teachers Mutual Bank, please download the appropriate form from this section as these lenders do not accept the generic transfer form.
Please complete the generic form below to transfer most of your existing accreditations.
The lenders below do not accept the generic transfer form shown above. Please complete the appropriate transfer forms below.
The ANZ Bank accreditation form is an excel spreadsheet. You should not print out the spreadsheet, but simply complete the top section of the spreadsheet in full, including names and contact details for two business referees, and return the excel file by email to Bsupport@echoice.com.au.
Firstmac visit their website and select Get Accredited. Complete details and view an accreditation video. Once completed Broker Support will receive a Firstmac Accreditation Approval email. Broker Support selects activate and this will generate a notification to Firtsmac who will issue the brokers accreditation code.
Heritage Bank require you complete accreditation online. Please visit brokers.heritage.com.au/accreditation to watch the online accreditation video and complete a quiz. Following that, Heritage Bank will email you a Broker Accreditation Form along with a Certificate of Completion. Please return the completed form to Bsupport@echoice.com.au.