Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts Electronic signature | History |
|
Y |
Y |
N |
Y |
N |
N |
For (AUSIEX (Commsec Adviser Services bank accounts), please refer to Commsec Adviser Services cash account
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > Select “Bank”
Enter the account information as per the statement below:
| Field Name | Field Description | Example |
| BSB and Account number |
The CBA BSB and account number |
BSB: 062-004 Account Number: 221020199 |
| Product |
Set to "Commonwealth Bank Account" |
Commonwealth Bank Account |
Authority Process
- 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.
If the signatory names, dates and signatures are not handwritten the provider will reject 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 automatically forward the form to the Commonwealth Bank once the Authority Form is uploaded.
If the feed has not activated after 10 days of logging up a feed follow up request please refer to how to log a feed follow up request to follow up request directly from Class.
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
- Savings Investment Account (SIA)
- Cash Deposit Account (CDA)
- Term Deposits
Specific BSB's not supported
- Please check this page for BSBs 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 |