If you no longer require BGL to continue receiving data for your accounts, you will need to cancel the feeds. The feed cancellation process will differ depending on which type of feeds you are requesting to cancel. Please refer to the relevant tab(s) below to access specific steps for each type of data feed.
Please contact the Data Services Team to cancel bank feeds being received through the BGL Bank Data Service prior to cancelling a subscription or deleting funds. This will ensure that we have access to the correct bank account details to provide the bank when cancelling the data feeds.
BGL Bank Data Service
To remove bank accounts from the BGL Bank Data Service, you will need to complete the Cancellation Request Spreadsheet attached here.
Please email the completed spreadsheet to email@example.com. Once the spreadsheet has been received and processed, a BGL Data Service Team Member will contact you via email to confirm the cancellation. BGL will cease receiving the account’s data the next week once the bank has processed the cancellation on their end as well.
Once the feed has been cancelled, the trustee will need to go through the authorisation process again to be able to receive data from the bank through the BGL Bank Data Service.
To cease the data feed being received from BankStatements.com.au, the user will need to remove the BankStatements authorisation entered within the bank account’s feed setup screen (accessible from the Feed Management screen).
If the account holder(s) change their online banking login credentials, this will also result in the data feed ceasing to operate and BGL will no longer receive data.
Macquarie Cash ESI Feed
If the account holder(s) would like to cease the data feed and cancel the adviser’s authority on the account, they will need to get into contact with Macquarie Bank directly to request this change. The contact details for Macquarie Bank can be found here. For cash accounts it is best to contact the Cash Team on 1800 808 508.
If the SF360 user removes the ESI Authentication credentials from the Provider Settings, this will also cease the data feed.
Share Data Feed
To cancel share data feeds for an entity, please email firstname.lastname@example.org, referencing your Firm Name, the Fund Name, and the Unique Email Address (contract notes email address if applicable) of the entities that you would like to remove from the service.
A member of the BGL Data Services Team will contact you via email to confirm the removal of the quoted entities from the Share Data Pack
Wrap Data Feed
If wrap account data is no longer required by the accountant or trustee, please kindly ask the adviser on the wrap account to contact the wrap provider directly to cancel the data feed for BGL360.
As wrap data feeds are setup under the appointed adviser’s authority and not BGL’s, it is not possible for BGL to request a cancellation of the data feed(s) on our end.