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How do I switch bank accounts and import payees and billers?

If you have existing direct debits and credits linked to another account, you can easily switch them over to your Westpac account. You can choose to manage this process on your own or, if you prefer, we’re here to assist you every step of the way.

Completing the process yourself

1. Make a list of regular deposits and credits
   Check your other bank statements and online banking for regular direct debits and credits, periodical payments such as rent or loan, BPAY or ‘Pay anyone’ payments on your old account. Alternatively, approach your other bank directly to ask for a List of Regular Payments.
2. Review the list and update each provider separately
   You'll need to contact each service provider directly for your regular direct credits or debits.
   
   To set up periodic, BPAY or ‘Pay anyone’ payments simply Sign in to your Westpac Online Banking or the Westpac App and follow the prompts.
   
   You might want to consider keeping your old account active for a few months to ensure all direct debits and credits have been successfully transferred. This may help avoid potential fees if you miss a payment.
   
   When it does come time to close your old accounts, be sure to check the process your old bank requires, whether it's visiting a branch or providing notice in writing.

Completing the process with our help

1. Request your regular payments list
   To do this, complete a Request for a Regular Payments List to obtain a ‘list of regular direct debits and credits’ and either drop it off at your nearest branch, or email to switchtowbc@westpac.com.au. If you require a regular payments list from multiple banks, please complete a separate Request for a Regular Payments List for each.
   
   Once you submit the request form, we’ll contact your other bank. You should receive your Regular Payments List in approximately two weeks. The Regular Payments List may not contain regular BPAY or ‘Pay anyone’ payments. It only includes direct debits and credits. Check your other bank statements and online banking for payments not included on the requested list.
2. Confirm the list and we’ll redirect your payments
   Review and confirm the details on your list of regular direct debits and credits and add any BPAY or ‘Pay anyone’ payments. We’ll notify your service providers and redirect your regular payments. This can take up to 4 weeks, and some providers may require a Notice of Variation of Account Details before the billing date.
   
   If you have more than one service provider to be notified of the variation to your account details, complete a separate Schedule (page 2 of the Notice of Variation Account Details form) per provider.
   
   Need to cancel a direct debit? You can complete a request through Online Banking or the Westpac App.
   
   Learn more about cancelling a direct debit

How can I switch my existing direct debits and credits over to Westpac?

Switching bank accounts and importing payees and billers is a straightforward process that can be done in just a few steps. You can do it yourself using Online Banking or the Westpac App, or we can help you ensure a smooth transition.

In Online Banking

1. Go to Service > Services > Account services
2. Select Get active on your account
3. Select either Import payees and billers to import all your payees and billers or Email details to employer if you’d like to switch your salary

In the Westpac App

Before trying these instructions, make sure you update to the latest version of the app.

1. Search Import payees and billers in the Smart Search bar and follow the prompts to import all your payees and billers
2. When complete, either select Done or, if you’d like to switch your salary, select the Share your new account details link to email your employer

• Get the Westpac app
• Share your account details

Frequently answered questions