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.
Note: Authority Forms dated more than 90 days from the date of receipt by the provider will be rejected by them.
Account types not supported
- Term Deposits
- UBank accounts
Note: The data is expected to load automatically within 10 business days.