Feature Summary
| Daily Cash Data^ | Daily Trade Data | Foreign Trade Data | Daily Term Deposit Data | Account Holder Authority | Adviser Authority | Tax Statements | Accepts Electronic Signature | History* |
*Historical data can be loaded by using the "Request History" button.
^As of 20/3/2026, AUD and foreign cash transactions will load into their respective linked bank accounts. Click here to read more.
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker / Platform Feed
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Enter the HUB24 account information as per the statement:
Field Name Field Description Example Account number It is the Arrive Wealth Management account number.
The account number convention is 8 numeric characters.
Account Number: 21102019 Product Set to "Arrive Wealth Management" Arrive Wealth Management - Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
If the relevant holding accounts are not all linked, the system will create new investment accounts. This can result in duplicate accounts that are difficult to correct.
Authority Process
Account Holder Authority
Adviser Authority
- In the Data Source section, click "Generate" to create the authority Form.
- Print the Authority Form.
- Have the account holder complete the date, name, and signature using wet ink unless using DocuSign.
- Click "Upload "to upload the authority form. The status of the feed will update to"Waiting on Provider."
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Email the signed form to:
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In the HUB24 Adviser site, navigate to Settings per the ‘Tool Bar’ and select Adviser - then Setup EPI login
You will be notified if a login has previously been provided.
- In the HUB24 Adviser site, navigate to Settings per the ‘Tool Bar’ and select Adviser - then Setup EPI login.
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In the HUB24 Adviser site, navigate to Settings per the ‘Tool Bar’ and select Adviser - then Setup EPI login.
EPI Password will not show fully as the screen pops up. For the EPI password to display fully, the adviser will need to enter the AdviserHUB login password and click "Show EPI Password."
The adviser will have an option to either "Create New EPI Password" or "Revoke EPI Password" (if there is an existing EPI Password previously).
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Under Configuration set up in Class, select the adviser from the drop-down.
If the adviser name does not appear, refer to How to enter Adviser Authorities in Class to add the adviser name and code using the label HUB24 EPI4.3 and not HUB24.
- Change the status of the feed to "Waiting on Provider"
1. You can expect data to load automatically within ten business days
2. Authority forms dated 90 days after signing are not accepted by the provider. Please upload a newly signed form
Additional Information
- Docusign only electronic signatures - Supported in this feed where the Certificate of Completion is included with the form.
- SMA - Transactions and Income related to holdings held within an SMA are included in the HUB24 data feed to Class on a consolidated basis.
- Flexible Parcels - HUB24 allows flexibility in the selection of parcels to be sold regardless of it being held within an SMA. Class does not create separate holdings for each SMA and instead consolidates holdings with the same security to ensure the same level of flexibility can be applied when selecting how the parcels are to be sold.
- Renewing credentials? - Please allow at least a 30 minute grace period before entering new or refreshed HUB24 adviser credentials into Class
| Symbol | Description |
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Supported |
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Not supported by Class |
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Not supported by Provider |