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 NAB BSB and account number. The account number convention is 9 numeric characters. | BSB: 082-057 Account Number: 221020199 |
| Product | Set to "National Australia Bank" | National Australia Bank |
Authority Process
- In the Data Source section, click Generate to create the auhority form.
- Print the Authority Form.
- Have the account holder complete the date, name and signature using wet-ink.
- Click Upload to upload the authority form. The status of the feed will update to Waiting on Provider.
- You do not need to send the authority formto the provider. Class will automaticallyforward theauthority form 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 are not supported
Additional Information
- UBank saving accounts with the BSB 083-151 are supported
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |