How long does the authority form approval take?
If posted it generally takes around 4 working days for email and around 10 working days if posted for approval.
What if the form is not correct?
We will contact you and provide you with instructions on how to resubmit.
Who needs to sign the form?
All bank account holders and required account signatories. If there are two bank account holders/authorised signatories, make sure both account holders sign the form.
What if my client has more than one account connected?
You will need to follow the same process for every account one-by-one. The bank must have one authority form for each account.
What if my client wants to cancel the direct feed after submitting the form?
Canceling the direct feed must be communicated with the financial institution directly by sending an email /fax/post.
Is my clients data secure?
Absolutely! We use an approved bank system for transferring the data and the data is encrypted.
What about credit card accounts?
We only support transaction accounts at this stage. We hope to enable credit card account direct feeds soon.
Which banks are supported?
- St. George
- Bank of Queensland
- Bank of Melbourne
- Macquarie Bank
- Bendigo Bank
- Adelaide Bank
Where can I get more help?
You can contact our customer support team here.