ING Bank

Feature Summary

Daily Cash Data	Account Holder Authority	Adviser Authority	Loan Accounts	Accepts e-signature	History
Y	N	Y	N	N	N

Only accounts with an ING accredited adviser can be activated.

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 ING BSB and account number

BSB: 923-100

Account Number: 221020199

Product

Set to "ING Direct Bank Account"

ING Direct Bank Account

The ING DIRECT Accredited Adviser will need to contact the Adviser Services team by calling 1300 656 226 between the hours of 8.30 AM and 6 PM (Sydney time) to request a Class Adviser Code and Password.

The adviser will be prompt to provide the answer to your security question.
For Advisers who are NOT ING DIRECT Accredited please follow the steps on Procedure to obtain an ING DIRECT Data Feed for more details and on how to set up.
Under Configuration set up in Class, select the adviser from the drop-down.

If the adviser code has not been entered, refer to How to enter Adviser Authorities in Class to add the adviser code.
Change the status of the feed to "Waiting On Provider".

1. The data is expected to load automatically within 10 business days.

Accounts without an adviser associated cannot currently receive an ING Bank data feed
Term Deposits
Loan Accounts