Feature Summary

*This feed supports history on initial activation.

Configuration Process

Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed 

1. Enter the account information as per the statement:

   Field Name	Field Description	Example
   Account number	This is the Focus Partners account number. The naming convention is 7 numeric characters.	Account Number: 6870415
   Product	Set to "Focus Partners"	Focus Partners

2. Under the Holding Accounts section, link any existing holding accounts for this account by selecting the relevant checkboxes.

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.

Authority Process

1. Request the account holder to send an email to info@focuspa.com.au with the following text:
   Dear Focus Partners ,

   Can you please set up the following account for the Class Data feed:

   Account Name	Account Number

2. Click "Verify", then select Yes to confirm the statement: “I verify that our business is authorised to receive the data from this account.”
3. Once confirmed, the feed status will change to "Waiting on provider."

Note: You can expect the data to start loading within ten business days