For the BGL Bank Data Service to work effectively, we need to ensure that the correct account details are set up in the fund.
Bank details can be edited from the Feed Management screen. To access the Feed Management screen and make any necessary changes, please take the following steps:
|From the Main Toolbar, hover the cursor over the Connect icon|
|From the side menu, select Feed Management|
|From within the Feed Management screen, under the Bank Feeds section, select the edit icon next to the account that you wish to edit.|
Once you have selected the icon, the Edit Feed page will be load and you will be able to make the required changes.
Please ensure to select Save below once the account details have been updated.
|Once you have successfully saved your changes, please allow 24 hours for the Bank Feed status to update to Feed Operating (if appropriate approval has been obtained).|