Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | History |
|
Y |
Y |
N |
Y |
N |
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > Select “Bank”
Enter the account information as per the statement per below:
| Field Name | Field Description | Example |
| BSB and Account number |
The Westpac BSB and account number |
BSB: 732-814 Account Number: 221020199 |
| Product |
Set to "Westpac Banking Corporation Bank Account - Online" |
Westpac Banking Corporation Bank Account - Online |
Authority Process
- Provide the account holder with a unique "Authority Activation Number"*.
- The account holder will need to activate the data feed in Westpac Live by following the Westpac Live data feed activation process.
- Click the "Verify" button and click "Yes" to the statement "I verify that our business is authorised to receive the data from this account." The status of the feed will then change to "Waiting on provider".
*Authority Activation Number can be found under Data Source - Use Automated Feed, and it is unique for each Westpac account.
Account Type not supported
- Term Deposits
The data is expected to start loading automatically within 3 business days.