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Documentation Index

Fetch the complete documentation index at: https://docs.waycore.com/llms.txt

Use this file to discover all available pages before exploring further.

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Overview

SBI Canada Bank allows you to grant access to your accounts by creating a Corporate User. This is done through OnlineSBIGlobal, where you can manage user access and set up a Local Admin. Setting up a Local Admin requires submitting an INB Corporate Form to your branch.

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Bank terminology

ConceptSBI Canada Bank term
Delegated userCorporate User
AdminLocal Admin

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Setup steps

1. Complete the registration form

Download and complete the INB Corporate Form 3 (Registration Form) for OnlineSBIGlobal.
Fill out the form with the required details for the new Local Admin or Corporate User.
Field
Name of Company
Name of Corporate User
Designation
Department
E-Mail address
Address (Line 1, Line 2, City, District, State, Pin Code)
List the 11 or 13-digit account numbers that the user should be able to access.
The Customer ID is the basis for assigning accounts. Accounts opened in the future bearing the same Customer ID will automatically be assigned to the Local Admin.
Submit the completed INB Corporate Form to your SBI Canada Bank branch for processing.

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Important notes

Setting up a Local Admin requires submitting an INB Corporate Form (Registration Form) to your branch with a Board Resolution (if not already provided during initial Corporate ID registration) and signed Terms of Service.
If no account access is assigned, the user will see no data.
Use one user per account if separate connections are required.