Below is a detailed list of the banks and the accounts which are available through the BGL Bank Data Service.
Note: Once Authority Forms have been completed, ensure they are sent to our BGL Data Services team (and not the banks themselves). See BGL Bank Data Service
Bank | Accounts Supported | Accounts Not Supported | Term Deposit Accounts | Loan Accounts | Historical Data? |
---|---|---|---|---|---|
Adelaide Bank |
|
|
Not Supported | Not Supported | Not available |
ANZ |
|
|
Not Supported | Not Supported | Not available |
Bank of Melbourne |
|
|
Not Supported | Not Supported (including accounts with a BSB ending in "911") | Not available |
Bank of Queensland |
|
|
Supported | Supported (Approval subject to bank's discretion) | Not available |
Bank of South Australia |
|
|
Not Supported | Not Supported (including accounts with a BSB ending in "911") | Not available |
Bendigo Bank |
|
|
Supported | Supported | Not available |
Commonwealth Bank |
|
|
Supported
|
Only loan accounts with BSB 065-119 are supported.
All other loan accounts are not supported.
|
Not available |
DDH Graham |
|
|
Not Supported | Not Supported | Transaction Data available from inception of account (full history) |
HSBC |
Account Numbers ending with:
|
|
Supported | Not Supported | Not available |
Hume Bank (Previously Hume Building Society) |
|
Not Supported | Not Supported | Not available | |
Macquarie Bank* |
|
|
Not Supported (including Accounts starting with "2") |
Not Supported | Up to 3 years available |
National Australia Bank |
|
|
Supported - Balance Data Only (Approval subject to bank's discretion) | Supported (Approval subject to bank's discretion) | Not available |
Rabobank |
|
Country Banking Accounts with BSB 142-001 | Supported | Not Supported | Available from 18th April 2019 |
Sandhurst Trustees |
|
|
Not Supported | Not available | |
St George |
|
|
All Not Supported. Term Deposit accounts can be identified by the starting digits of 35 |
Not supported | Not available |
Westpac |
|
|
Not Supported | Supported (Approval subject to bank's discretion) | Not available |
*Macquarie Bank Options
|
BGL Bank Data Service |
Your Adviser Account (Macquarie CMA) |
Cost |
Fund must subscribe to Bank Data Service ($44 per fund per annum). |
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 |