Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts e-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:
| Field Name | Field Description | Example |
| BSB and Account number |
The Hume Bank BSB and account number* |
BSB: 640-000 Account Number: 221020199 |
| Product |
Set to "Hume Bank Account" |
Hume Bank Account |
*Due to the Hume Bank account number containing alphabetic characters, the 'Customer reference number' should be used when configuring this feed. This number appears on the Hume Bank statement.
Authority Process
- In the Data Source section, click the "Generate" button. Class will generate the authority form.
- Print the Authority Form. Arrange for the account holder to fill the date, name and wet-ink signature on the form.Make sure to complete the section under ("Nominated Accounts") 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 Hume Bank 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 not supported
- Term Deposits
Additional Information
- Please note that this provider doesn't accept digitally signed forms
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |