Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts Electronic signature | History |
If the account number starts with 9987 or 9986, refer to DDH Graham.
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 Bank of Queensland BSB and account number. The account number convention is 9 numeric characters. |
BSB: 122-724 Account Number: 221020199 |
| Product | Set to "Bank of Queensland Bank Account" | Bank of Queensland 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. 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 not supported
- Term Deposits
- Online Banking (e.g. MyBOQ)
Specific BSB's not supported
- Please check this page for BSBs Not Supported.
Additional Information
- Please note that this provider doesn't accept digitally signed forms.
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |