Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts Electronic signature | History |
|
Y |
Y |
N |
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 DDH Graham BSB and account number |
BSB: 124 001 Account Number: 221020199 |
| Product |
Set to "Money Market/DDH Deposit Account" |
Money Market/DDH Deposit 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 DDH Graham automatically once the Authority Form is uploaded.
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
- Term Deposits
- Loan Accounts
Additional Information
- Please note that this provider doesn't accept digitally signed forms
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |