Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | History |
|
Y |
Y |
N |
Y |
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: 010-999 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 sign and 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.
Account types not supported
- Term Deposits
Note: You can expect your data to start to load within 10 business days.