Feature Summary
Daily Cash Data | Account Holder Authority | Accepts Electronic signature | Adviser Authority | Loan Accounts | 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.
Note
- 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.
Account types not supported
- Term Deposits
Specific BSB's not supported
- Please check this page for BSBs Not Supported.
You can expect your data to start to load within 10 business days.
Symbol | Description |
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|
Supported |
|
Not supported by Class |
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Not supported by Provider |