- Navigate to the left panel and click on MyFINANCIALS.
- On your MyFINANCIALS page, locate the “Borrowings” Section.
- Select the specific item you intend to link to your offset account.
- Enter all the data, paying particular attention to the required fields marked with a red asterisk (*).
- Under “Purpose & Security“, where it asks, “What is the loan secured against?”, choose the offset account you wish to associate with the loan.
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