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."
Account types not supported
- Term Deposits
- Loan Accounts
- Rabo Bank accounts ( BSB 142-001) are not supported
Note: Authority Forms dated more than 6 months from the date of receipt by the provider will be rejected by them.
Note: You can expect your data to start to load within 10 business days.
Please note that Rabo Bank doesn't accept e-signed authority forms.
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |