Feature Summary
Daily Cash Data | Account Holder Authority | Accepts Electronic signature | Adviser Authority | Loan Accounts | History |
Y |
Y |
N |
N |
N |
N |
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 Bendigo BSB and account number |
BSB: 633-000 Account Number: 221020199 |
Product |
Set to "Bendigo Bank Limited" |
Bendigo Bank Limited |
Authority Process
- In the Data Source section, click the Generate button. The authority form will be generated.
- Print the Authority Form. Arrange for the account holder to fill in the date, 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 Bendigo Bank automatically once the Authority Form is uploaded.
Account types not supported
- Rural Account with BSB 633-111
- Term Deposits
- Loan Accounts
- Please note that this provider doesn't accept digitally signed forms.
Note: The data is expected to load automatically within 10 business days.
Symbol | Description |
---|---|
|
Supported |
|
Not supported by Class |
|
Not supported by Provider |