Bank data feed – Westpac

If you are a Westpac customer and have Westpac Internet Banking (Westpac Live) you have the ability to provide your accountant advisor with copies of transactions from your nominated Westpac accounts. To activate your bank feeds:

• Log in to Westpac Live

There are 3 entry points to Connect/Disconnect bank feeds to Third Party Service Providers.

1. Via the Account Services menu under Services and Preferences

a. Click Services and Preferences

b. Click Bank feeds

OR

2. Via Account Account Actions under Account Activity

OR

3. Via Exports and reports

Connecting a bank feed:

• Click the ‘Account’ drop down menu and select the account you wish to connect. If you are connecting more than one account click the ‘Select multiple’ link.
• Click the ‘To third-party service provider’ drop down menu and select SISS Data Services
• In the Practice ID text box enter the following Practice ID: MCLOWD
• In the Contact email text box enter your email address
• By submitting this form you are agreeing to Terms and Conditions
• Click the Connect feed button

  Disconnecting a bank feed:

• Click the ‘Account’ drop down menu and select the account you wish to disconnect. If you are disconnecting more than one account click the ‘Select multiple’ link.
• Click the ‘To third-party service provider’ drop down menu and select SISS Data Services
• By submitting this form you are agreeing to Terms and Conditions
• Click the Disconnect feed button