Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts Electronic Signature | History |
|---|---|---|---|---|---|
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console and select Bank.
Enter the account information as shown on the bank statement:
| Field Name | Field Description | Example |
|---|---|---|
| BSB and Account Number | The CBA BSB and account number. The account number is 9 numeric characters. | BSB: 062-004 Account Number: 221020199 |
| Product | Set to Commonwealth Bank of Australia. | Commonwealth Bank of Australia |
Authority Process
You can connect eligible CommBank accounts to Class in one of two ways:
- Option 1: Digital Activation (recommended), available from 23 November 2026
- Option 2: Manual Authority Form, the legacy activation method
Option 1: Digital Activation (Recommended)
From 23 November 2026, you can connect bank feeds through Digital Activation in the CommBank app. You do not need to print, sign or upload an authority form.
- Log in to the CommBank app on your mobile device.
- Select View all features > SMSF portfolio.
- Read the important information and FAQs, then select Connect Bank Feeds.
- Select Class as the accounting software provider.
- Enter the activation code CBA-CLASS-BANK-FEEDS.
- Select the accounts you want to share through bank feeds.
- Review and accept the Terms and Conditions.
- Submit the request.
We expect data to load in 3 business days.
Digital Activation is available to eligible customers who are authorised signatories on the selected accounts. If you complete Digital Activation, you do not need to generate, sign or upload an authority form.
Option 2: Manual Authority Form (Legacy)
Use this method if Digital Activation is not available for the account, or if you prefer to use a paper authority form.
- In the Data Source section, click Generate to create the auhority form.
- Print the Authority Form.
- Have the account holder complete the date, name andsignature 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 form to the provider. Class will automatically forward the authority 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 Supported
- Term Deposits: Set up term deposits as a Bank account, not a Term Deposit product, and follow the authority process above.
- Term deposits reinvested at maturity keep the same account number.
Specific BSBs Not Supported
See BSBs Not Supported for the list of BSBs that bank feeds do not support.
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |