Adelaide Bank

Introduction

This page contains instructions for the configuration of an Adelaide Bank data feed.

This feed will include:

Daily Cash Data
Account Holder Authority

This feed will not include:

Adviser authority
Loan Accounts
History

Configuration Process

Navigate to the Feeds > New Cash Feed

2. Enter the account information into the feeds configuration screen per below:

Field Name	Field Description	Field Validations	Example
Code	Any code you wish to assign to the Account. It needs to be unique within the fund.	Free text field	ADL.BACCT
Display Name	Any name you want to assign to the account.	Free text field	Adelaide Cash Management Account
Full Account Name	Name of the account as it will appear on Authority Forms.	Free text field	Super Fund Pty Ltd ATF Example Super Fund
BSB and Account Number	This is the Adelaide Bank BSB and account number.	Free text field	BSB: 610-103 Account Number: 50006100
Product	Set to 'Adelaide Bank'.	Text search box	Adelaide Bank
Data Source	Set to 'Use Automated Feed'.	Radio button	Use Automated Feed
Authorisation Type	Set to 'Account Holder'.	Radio button	Account Holder
Do not Load Data	These fields can be set to stop the feed from loading data before or after a given date. Set a Before date if there have been manual transactions process to prevent the possibility of duplicate transactions from being loaded. Setting an After date in the past will prevent the feed from operating.	Optional Date Field	23/07/2018

Authority Process

Please complete the Configuration Process

Generate the authority form (Generate):

Click on the PDF icon to generate the authority form.
If you need to generate many authority forms, refer to Automated Data Feed Authority Forms

Print the authority form and arrange for your client to complete and sign the form.
Upload the signed authority form in Class, by clicking on the Upload button. The status of the feed will then change to Waiting On Provider.
Send the signed form to Email: wdprocessing@adelaidebank.com.au

You can expect your data to start to be automatically loaded within 5-10 business days.

For help on how to upload forms, please see How to upload feed authority forms.

Activation Enquiries

If your feed has not been activated after waiting 10 business days, you should have the account holder or their adviser check with Adelaide Bank to confirm if they have received the authority form.

Phone: 1300 652 220
Web: Online enquiry

Should you require assistance in following up the status of your feed, you can log a request using the Feeds Support Request process. Please note that you can only log a request once the status of your feed is Activation Overdue.

FAQs

Does the feed support history? This feed does NOT support history.
Do we need to upload the signed authority form in Class? Yes
Where do we send the signed authority form once received from the client? wdprocessing@adelaidebank.com.au
Which Adelaide Bank Account types are not supported? Term Deposits and Loan accounts are not supported by this feed.
My Feed Balance has not updated for several weeks. Has the feed stopped? Adelaide Bank does not send a daily account balance.

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