Feature Summary
Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts Electronic signature | History |
Y |
Y |
N |
N |
N |
Y |
*This feed supports history only on initial activation.
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > Select “Bank”
Enter the account information as per the statement:
Field Name | Field Description | Example |
BSB and Account number |
The ANZ BSB and account number |
BSB: 015-141 Account Number: 221020199 |
Product |
Set to "ANZ Bank Account" |
ANZ Bank Account |
Authority Process
- In the Data Source section, click the Generate button. Class will generate the authority form.
- Print the Authority Form. Arrange for the account holder to fill in name and signature with wet-ink on the form.
- Click the Upload button to upload the authority form. The status of the feed will update to Waiting on Provider.
- It is not required to send the authority form to the provider directly. Class will forward the form to ANZ automatically once the Authority Form is uploaded.
1. You can expect your data to start to load within 10 business days.
2. Authority forms dated 90 days after signing are not accepted by the provider. Please upload a newly signed form.
Account types not supported
- Term Deposits
Specific BSB's not supported
- Please check this page for BSBs Not Supported.
Additional Information
- ANZ usually takes longer to activate V2 plus accounts than ordinary bank accounts.
- The V2 Plus accounts can be identified by the following BSB’s (BSB ending with -41).
- All the V2 Plus accounts will have the same state-based BSB if the account is domiciled in that state: 012-941, 012-141, 015-941, 014-141, 015-141, 017-141, 013-141, 016-141
- Please note that this provider doesn't accept digitally signed forms.
Symbol | Description |
---|---|
|
Supported |
|
Not supported by Class |
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Not supported by Provider |