How Can We Help?

Article contents

Bank data feeds

Step 1: Add the relevant bank account to your fund.

Note:  Only currently supported bank accounts will appear on this page.

Step 2: Select “Request Data Authority Form” from the Actions dropdown.

This will download a zip file to your computer (check your desktop or download folder).

Step 3: Unzip the file and print the PDF document.

Step 4: Scan and email the completed form to

Step 5: It takes approximately two weeks for feeds to become active.  Please check back at that time under the Status column:

Step 6: Once the data feed status is “Active” you will be able to select the Allocate option.

This will take you to the allocations screen: