Feature Summary

*Historical transactions are sent upon initial activation. To request history, your business representative can navigate here and click sync for Class. To receive the data feed, use the Class Account ID Sync Number from the portal when syncing the account in Class.

Configuration Process

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

1. Enter the Coinstash account information as per the statement:

   Field Name	Field Description	Example
   Account number	It is the Coinstash class ID.	class ID: 6f2a0c9e-4d71-9b3c-a1f0-3c8e7d2b5a90
   Product	Set to "Coinstash"	Coinstash

2. 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 which could cause duplication of investment accounts that can be challenging to correct.

Authority Process

1. Request the account holder to invite your business representative here 
2. Your business representative will sign up to Coinstash here and accept the user invitation

3. Login and click sync for Class. To receive the data feed, use the Class Account ID Sync Number when syncing the account in Class

   

4. In Class, click the Verify Button and confirm you are authorised to receive the feed.
5. The feed status will change to Waiting on Provider.

Additional Information

• Documents - These will become available in July upon finalising with Coinstash.