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 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 date, sign and print the name 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 National Australia Bank automatically once the Authority Form is uploaded.
Account types not supported
- Term Deposits
- UBank accounts
Note: The data is expected to load automatically within 10 business days.