Simple Fund 360 now allows users to upload their signed authority forms directly to BGL. This can be done within the Feed Management Screen.
This is the recommended approach as it is quickest turnaround time, our most secure method, allows you to download copies of the form at the click of a button and allows you to easily track the status of your authority form(s).
Prior to uploading the Authority form, please ensure that it complies with the BGL Bank Data Service - Signing Guide to ensure that your form is processed promptly and your data feeds are activated as soon as possible.
How to upload an Authority Form
From the Main Toolbar, click on Connect.
Select the Entity Summary tab.
Locate the relevant account and select the upload authority form icon. If the authority form contains multiple accounts, select one of the accounts from the list.
Note: Should the upload authority form icon not appear, please see the FAQs below.
Upload the authority form by either dragging it onto the grey “Drag ‘n’ drop some files here, or click to select files” section or by clicking on this section and selecting the files via File Explorer.
If the authority form being uploaded contains more than one account, please select any additional accounts via the Additional Accounts option that appears.
Note: Should any accounts on the form not appear on the list, please see the FAQs below.
Once completed, all the accounts on the uploaded authority form has been selected, hit the Upload button to send the authority form to BGL for processing.
Once uploaded, the Authority Form is instantly analysed by BGL SmartDocs, immediately determining if the filled-out form is valid. A popup will display outlining any issues that exist on the Authority Form:
Note: Alternatively, you're welcome to send the completed form in PDF format to our team at email@example.com
The ‘upload authority form’ icon does not appear.
This occurs when there is an existing authority form attached to the account that needs to be deleted. To resolve this issue:
Please click on Edit
Then click Delete signed form.
Note: If you are unable to locate or delete the authority form as per the above instructions, please email firstname.lastname@example.org and a member of the BGL Data Services Team will be in touch to assist you.The Additional Accounts section does not appear or does not contain some of the accounts on the authority form.
|The account(s) do not appear on the Entity Summary tab.
Please ensure that you have created the account within the Chart of Accounts. See here for more details.
|The Additional Accounts section does not appear or does not contain some of the accounts on the authority form.
Only accounts for the same entity and from the same bank as the initial account will appear as options when uploading an authority form.
If the accounts are from the same bank and entity, but still do not appear as options, please ensure that the accounts are setup in the Chart of Accounts (see FAQ 1). Then attempt to re-upload the authority form.
|How to view an authority form after it has been uploaded?
From the Feed Management screen, edit the account for which you want to view the authority form:
Note: If you have any further issues that are not addressed above, or if you have any feedback regarding the Upload Authority Form function, please do not hesitate to email email@example.com.