Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts e-signature | History |
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 HSBC BSB and account number. The account number convention is 8 or 9 numeric characters. | BSB: 342-081 Account Number: 221020199 |
| Product | Set to "HSBC Bank Account" | HSBC Bank Account |
Authority Process
- In the Data Source section, click"Generate"to create the authority form.
- Print the Authority Form.
- Have the account holder complete the name,date and signature using wet ink.
- Click "Upload"to upload the authority form. The feed's status will update to" Waiting on Provider".
- You do not need to send the authority form to the Provider. Class will automatically forward it 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
- CMG - Day to Day Account
- ACS - Flexi Saver Account
- MSV - Multi-Currency ( Only Australian Dollar deposits are initially supported. We will support other currencies in a future release)
Only superannuation accounts types are supported. Non-superannuation entity accounts cannot be activated.
Account types not supported
- Term Deposits
- Loan Accounts
- Cash Management Account (CMA)
- Power Vantage CMA
- Premier Foreign Currency Account
- Savings Cheque Account
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |