Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts e-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 HSBC BSB and account number |
BSB: 342-081 Account Number: 221020199 |
| Product |
Set to "HSBC Bank Account" |
HSBC 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 the date, name and wet-ink signature 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 HSBC Bank 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 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
Additional Information
- Please note that this provider doesn't accept digitally signed forms
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |