Objective
The feed provider controls the authority process for enabling new Feeds. Uploading the Authority Form in Class is a mandatory step.
The purpose of this page is to provide a quick reference guide to authority forms to help you determine whether the Authority Form needs to be:
- Class to send the Authority Form
- Mailed to the Provider
- Emailed to the Provider
Only Feed products utilising an authority that has to be signed and sent to a Provider are mentioned here.
In some cases, feed products may have multiple authority models. For example, Macquarie Cash accounts can be enabled using a paper form and also by linking an account to an Advisers ESI credentials)
List of Data Feed Product
|
Data Feed Product |
Feed Type |
Class to send |
Email the Form |
Mail the Form |
Address Details |
|
Adelaide Bank |
Cash |
|
|
Class will forward the form to the provider. |
|
|
AMP Banking |
Cash |
|
|
AMP Bank Limited |
|
|
ANZ |
Cash |
|
|
Class will forward the form to the provider. |
|
|
Bank Of Melbourne (St George) |
Cash |
|
|
Class will forward the form to the provider. |
|
|
Bank of Queensland |
Cash |
|
|
Class will forward the form to the provider. |
|
|
Bank SA (St George) |
Cash |
|
|
Class will forward the form to the provider. |
|
|
Bendigo Bank |
Cash |
|
|
Class will forward the form to the provider. |
|
|
BT CMA Saver |
Cash |
|
|
||
|
Commonwealth Bank of Australia (CBA) |
Cash |
|
|
Class will forward the form to the provider. |
|
|
AUSIEX Cash Accounts |
Cash |
|
|
New activations have ceased |
|
|
DDH Graham |
Cash |
|
|
Class will forward the form to the provider. |
|
|
HSBC |
Cash |
|
|
Class will forward the form to the provider. |
|
|
Hume Bank Limited |
Cash |
|
|
Class will forward the form to the provider. |
|
|
Macquarie Cash Products |
Cash |
|
|
Class will forward the form to the provider. |
|
|
NAB - National Australia Bank |
Cash |
|
|
Class will forward the form to the provider. |
|
|
RaboDirect |
Cash |
|
|
Class will forward the form to the provider. |
|
|
St George |
Cash |
|
|
Class will forward the form to the provider. |
|
|
BT Panorama |
Platform |
|
|||
|
Crestone Wealth Management |
Platform |
|
|
Class will forward the form to the provider. |
|
|
Elston |
Platform |
|
|
Elston Pty Ltd |
|
|
Evans and Partners |
Platform |
|
|
Class will forward the form to the provider. |
|
|
Fixed Income Investment Group Securities - FIIG |
Platform |
|
|||
|
HUB24 |
Platform |
||||
|
Macquarie Vision |
Platform |
|
|
Class will forward the form to the provider. |
|
|
Macquarie Wrap |
Platform |
|
|
Class will forward the form to the provider. |
|
|
Private Portfolio Management (PPM) |
Platform |
|
|
Class will forward the form to the provider. |
|
|
Storehouse Managed Investments Ltd |
Platform |
|
|
Class will forward the form to the provider. |
|
|
Alert Trader Securities |
Stockbroking |
|
Email to the account's Alert Trader Securities adviser |
||
|
ANZ Share Investing New Activations |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
ANZ Advantage |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Baillieu Limited |
Stockbroking |
|
|
All accounts migrated to Ord Minnett. Please refer to the Ballieu user Guide page for further details. |
|
|
Bell Direct |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Bell Potter Securities |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Bendigo Invest Direct New Activations |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
BOQ Trading New Activations |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Bridges Financial Services |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Canaccord Genuity Financial Limited |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
CMC Markets New Activation |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
CommSec |
Stockbroking |
|
|||
|
AUSIEX/Commsec Adviser Services |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Fernshaw Securities |
Stockbroking |
|
Email to the account's Fernshaw Securities adviser |
||
|
FinClear Stockbroking |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
First Prudential Markets |
Stockbroking |
|
Email to the account's First Prudential Markets adviser |
||
|
HK Securities |
Stockbroking |
|
Email to the account's HK Securities adviser |
||
|
Kinetic Securities |
Stockbroking |
|
Email to the account's Kinetic Securities adviser |
||
|
Macquarie Online Trading |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Morgans |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Morgan Stanley |
Stockbroking |
|
Client Service Support Team |
||
|
NABTrabtrade |
Stockbroking |
|
|||
|
One Trade Stockbroking |
Stockbroking |
|
Email to the account's One Trade Stockbroking adviser |
||
|
Ord Minnett Stockbroking |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Raven Capital |
Stockbroking |
|
Raven Capital Pty Limited |
||
|
Suncorp Share Trade-New activations |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Saxo Capital Markets |
Stockbroking |
|
Submit form on Saxo platform |
||
|
St George Directshares |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Taylor Collison |
Stockbroking |
|
|
Class will forward the form to the provider. |
|
|
Trend Investment Services |
Stockbroking |
|
Email to the account's Trend Investment Services adviser |
||
|
UBS |
Stockbroking |
|
|
New activations have ceased This is to be replaced by multiple data feeds for each former participating broker |
|
|
Westpac Online Investing |
Stockbroking |
|
|
||
|
William Shaw Securities |
Stockbroking |
|
Email to the account's William Shaw adviser |