Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts Electronic signature | History |
|
Y |
Y |
N |
Y |
N |
N |
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > Select “Bank”
Enter the account information as per the statement below:
| Field Name | Field Description | Example |
| BSB and Account number |
The St George or Bank of Melbourne BSB and account number |
BSB: 010-999 Account Number: 221020199 |
| Product |
Set to "St George Bank Account" or "Westpac Banking Corporation T/As Bank of Melbourne" |
St George Bank Account |
Authority Process
- In the Data Source section, click the "Generate" button.
- Print the authority form. Arrange for the account holder to sign, date, and print their name 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 St George automatically once the authority form is uploaded.
1. The data is expected to load automatically 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 supported
- Loan Accounts, excluding BSB ending 911, 914 and 931
- Bank of Melbourne accounts (BSB starting with 19, e.g. 192-901) are supported.
Account Types not supported
- Term Deposits and Loan accounts with BSB ending with 911, 914, 931
- Home Loan accounts
Additional Information
- Please note that this provider doesn't accept digitally signed forms.
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |