Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History |
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
-
Enter the account information as per the statement:
Field Name Field Description Example Account number This is the SelfWealth account number.
The account number convention is a leading"S" followed by 7 numeric characters.
Account Number: S1234567 Product Set to "SelfWealth" SelfWealth - Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
If all the relevant holding accounts are not linked, the system will create new investment accounts. This can result in duplicate investment accounts which are difficult to correct.
Online Authority Process
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The account holder or adviser should log in to the Investor Portal and activate the Class data feed by following the SelfWealth-Class activation user guide.
- Click "Verify",then select Yes to confirm the statement: "I verify that our business is authorised to receive the data from this account.”
- Once confirmed, the feed status will change to "Waiting on provider".
You can expect the data to start loading within 10 business days.
Account Types Supported
- Self-Managed Superannuation Funds only
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |