Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts e-signature | History |
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. 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. This number is 9 nuemeric characters. | BSB: 640-000 Account Number: 221020199 |
| Product | Set to "Hume Bank Account" | Hume 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
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |