Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | History |
|
Y |
Y |
N |
Y |
N |
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 |
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 the Generate button. The authority form will be generated.
- Print the Authority Form. Arrange for the account holder to date, sign and print the 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 Bank of Queensland automatically once the Authority Form is uploaded.
Account types not supported
- Term Deposits
- BSBs ending in 200 (managed by BOQ Specialist)
Note: The data is expected to load automatically within 10 business days.