Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts Electronic signature | History |
*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 The account number convention is 9 numeric characters. |
BSB: 015-141 Account Number: 221020199 |
| Product | Set to "ANZ Bank Account" | ANZ Bank Account |
Authority Process
- In the Data Source section, click "Generate"to create the authority form.
- Print the Authority Form.
- Have the account holder complete the name,date and signature using wet ink.
- Click "Upload"to upload the authority form. The feed's status will update to" Waiting on Provider".
- You do not need to send the authority form to the Provider. Class will automatically forward it to the Provider.
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.
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |