Feature Summary
History
| Daily Cash Data | Account Holder Authority | Accepts Electronic signature | Adviser Authority | Loan Accounts | History |
|
Y |
Y |
N |
N |
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 Adelaide BSB and account number |
BSB: 610-101 Account Number: 221020199 |
| Product |
Set to "Adelaide Bank Account" |
Adelaide 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 fill in the date, name and signature with wet-ink 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 automatically forward the form to Adelaide Bank once the Authority Form is uploaded.
Account types are not supported.
- Term Deposits
- Loan Accounts
Other notes
The feed does not support daily balances, and balance data is only received when a transaction is received.
Note: You can expect data to load automatically within ten business days.
Please note that this provider doesn't accept digitally signed forms.