Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts electronic signature | History |
|
Y |
Y |
Y |
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 RaboDirect BSB and account number |
BSB: 142-201 Account Number: 221020199 |
| Product |
Set to "RaboDirect Bank Account" |
RaboDirect Bank Account |
Authority Process
Account Holder Authority
Adviser Authority
- In the Data Source section, click the "Generate" button. Class will generate the authority form.
- 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 forward the form to Rabo Direct automatically once the authority form is uploaded.
- The RaboDirect adviser will need to send an email to:
Email: adviserservices@rabobank.com
with the following details:
Subject line: Request data feed setup into CLASS
Dear Adviser Services Team,
Please enable a data feed to Class Super for my adviser account as follows:
Description Adviser's Information Company/Business name Australian Financial Services Licence details Adviser's First and Last name Phone number Email Postal Address KAS (Key Account Services) Adviser Code Class business code^ ^The Class Business Code is the company's business code in Class, which can be found by going to Business > Business Details.
- RaboDirect will then make contact to inform you of the necessary process to obtain data feeds for your clients' RaboDirect accounts.
-
Under Configuration set up in Class, select the adviser from the drop-down.
If the adviser code has not been entered, refer to How to enter Adviser Authorities in Class to add the adviser code.
- Change the status to "Waiting on 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
- Loan Accounts
- Rabo Bank accounts ( BSB 142-001) are not supported
Additional Information
- Please note that this provider doesn't accept digitally signed forms
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |