Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | History |
|
Y |
N |
Y |
N |
N |
Accounts without an adviser associated cannot currently receive an ING Bank data feed.
Configuration Process
Navigate to the Feeds > New Cash Feed
Enter the account information as per the statement per below:
| Field Name | Field Description | Example |
| BSB and Account number |
The ING BSB and account number |
BSB: 923-100 Account Number: 221020199 |
| Product |
Set to "ING Direct Bank Account" |
ING Direct Bank Account |
Authority Process
- The ING DIRECT Accredited Adviser will need to contact the Adviser Services team by calling 1300 656 226 between the hours of 8.30 AM and 6 PM (Sydney time) to request Class Adviser Code and Password.
The adviser will be prompt to provide the answer to your security question.
- For Advisers who are NOT ING DIRECT Accredited please follow the steps on Procedure to obtain an ING DIRECT Data Feed for more details and how to set up.
- Under Configuration set up in Class, select the adviser from the drop-down.
If the adviser code has not been entered, refer to How to enter Adviser Authorities in Class to add the adviser code.
- Change the status of the feed to "Waiting On Provider".
Account Type not supported
- Accounts without an adviser associated cannot currently receive an ING Bank data feed.
- Term Deposits
- Loan Accounts
Note: The data is expected to start loading automatically within 10 business days.