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 NAB BSB and account number |
BSB: 082-057 Account Number: 221020199 |
| Product |
Set to "National Australia Bank" |
National Australia Bank |
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 National Australia Bank once the Authority Form is uploaded.
Other important information
- Term Deposits are not supported.
- This Provider will only accept Authority Forms dated within 90 days from receipt.
- You can expect your data feed to commence within ten days.
- UBank saving accounts with the BSB 083-151 are supported.
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |