Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | History |
|
Y |
Y |
N |
N |
N |
This feed supports the following Bankwest products
- BWA Cash Management Account (CMA)
- BWA Cash Management Trust (CMT)
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 Bankwest BSB and account number |
BSB: 306-089 Account Number: 221020199 |
| Product |
Set to "Bankwest CMA" |
Bankwest CMA |
Authority Process
- In the Data Source section, click the "Generate" button.
- Print the Authority Form. Arrange for the account holder to complete Section 6 of the Authority Form.
- Click the Upload button to upload the authority form. The status of the feed will update to Waiting on Provider
- Send the original signed form to:
BWA Management Investments
GPO Box 2515
PERTH WA 6001
Account types not supported
- Ordinary Accounts
- Term Deposits
- Loan Accounts
- Non-Cash Management Accounts (CMA)
- Cash Management Trust (CMT)
Note: The data is expected to load automatically within 10 business days.