Supported Banks

Below is a detailed list of the banks and the accounts which are available through the Our Bank Data Service. Note: Currently Loan Accounts are not supported.

Bank
Accounts Supported
Accounts Not Supported
Term Deposit Accounts
Adelaide Bank
  • BSB Supported 610-101
  • Adelaide Bank Cash Management Account
  • Sandhurst Trustees CMT (formerly Adelaide Bank CMT)
    • Bendigo Bank
    • Heritage Adelaide Bank accounts
 Supported
ANZ
  • All Saving/Deposit Accounts supported e.g. Business Cash Management Account
  • V2 Plus Account, (Note: there is currently a delay in ANZ processing V2 forms)
  • E*Trade Cash Management Accounts (BSB 012-012)
  • Bell Potter’s BSB (013-986)
 Not Supported
BWA Managed Investments
  • BWA Cash Management Account
  • BWA Cash Management Trust
  • BSBs Supported (303-111, 306-089, 305-122, 302-100, 304-123)
  • CMC Money Market Account
  • BankWest Retail Accounts
 Not Supported
Bank of Melbourne
  • All BOM Savings, Deposit and Transaction Accounts
  • Foreign Currency Accounts
 Supported
Bank of Queensland
  • All BOQ Savings, Deposit and Transaction Accounts
    • DDH Graham Money Market Accounts (Accounts starting with 9987 and 9986)
 Supported
Bank of South Australia
  • All BSA Savings, Deposit and Transaction Accounts
  • Foreign Currency Accounts
 Supported
Commonwealth Bank
  • All CBA Saving/Deposit Accounts
  • Commsec Direct Investment Account (BSB 067-167)
  • BSB 064-783 not supported – This is a closed CommSec Account. Please obtain new BSB and Account Number from your client
 Not Supported
Hume Bank(Previously Hume Building Society)
  • BSBs Supported (640000 and 641000)
 Not Supported
Macquarie Bank*
  • Macquarie CMA
  • Macquarie Wrap
  • Macquarie Prime
 Supported
National Australia Bank
  • All Saving/Deposit Accounts
  • NabTrade Cash Accounts
  • UBank (BSBs 082-956, 082-991, and 086-103)
  • JBWere Cash Trust (BSB 083-973)
  • JBWere Deposit Notes (BSB 083-847)
  • WealthHub (BSB 083-052)
 Not Supported
Sandhurst Trustees
  • BSB Supported 610-101
  • Sandhurst Trustees Cash Management Trust (formerly Adelaide Bank CMT)
    • Bendigo Bank
    • Heritage Adelaide Bank accounts
St George
  • All Saving/Deposit Accounts (e.g DIY Super Direct Saver Account)
  • Foreign Currency Accounts
 Supported
Westpac
  • All Westpac Saving/Deposit Accounts supported (e.g. Cash Management Account)
  • BT Financial Group Accounts
  • Ord Minnett CMT (BSB 032-847)
  • Foreign Currency Accounts
 Not Supported

*Macquarie Bank Options

  BGL Bank Data Service Your Adviser Account (see Macquarie ESI for more information)
Cost Fund must subscribe to Bank Data Service. FREE
Authority signed to Authority is signed to BGL Authority is signed to your firm’s account.
Authority Form Preparation Forms prepared through SF360 Your firm will need to prepare authority forms.
Authority Form Process BGL will track which forms have been returned and handle any errors Your firm will track which forms have been returned and handle any errors
Signed Authority Forms BGL will store a copy of the signed Authority form. Storing a copy of the signed Authority form will be your firm’s responsibility.
Download Method Bank Data is downloaded in one process along with any other supported Banks Bank Data is downloaded using a separate service.
Historical information SF 360: Available up to 3 years SF 360: Available up to 3 years.
Access to bank account on Macquarie Adviser website? No Yes

Coming Soon

  • Bendigo Bank
  • ING
  • RaboBank