Hi @DebA , If Bank A and bank B are not associated together then your best option would be to set up a linked financial settlement for the scenario you have described. As the source funder role needs to be set up with the particular bank there might be a possibility that there no option for a source funder role available when inviting Bank B. Please note that the Source Funder Role would generally used as part of the two following scenarios.
Where a Panel Member (Law Firm) is completing a transaction on behalf of a Panel Master (Bank) and the Panel Master needs to provide source funds to their Panel Member rather than transferring funds into the Panel Member’s trust account
For a residential/commercial transactions where the retail arm of a Bank requires the Commercial arm to provide source funds to complete a transaction.
If you would like to discuss your particular scenario further please don't hesitate to contact our support centre on 1300 084 515 or email us at email@example.com.
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