Feature Summary
| Daily Cash Data | Account Holder Authority | Accepts Electronic signature | Adviser Authority | Loan Accounts | History |
|
Y |
Y |
N |
N |
Y |
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 per 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.
- 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 the Commonwealth Bank automatically once the Authority Form is uploaded.
Account types not supported
- Savings Investment Account (SIA)
- Cash Deposit Account (CDA)
- Term Deposit
- Please note that this provider doesn't accept digitally signed forms.
- Commsec Adviser Services bank account (Refer to Commsec Adviser Services cash account for setup)
Note: The data is expected to start loading automatically within 10 business days.
Please note that this provider doesn't accept digitally signed forms.