Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
*This feed supports history only on initial activation.
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 Moomoo Securities account number. Account Number: 1081111 Product Set to "Moomoo Securities " Moomoo Securities - 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
- Please send this user guide to your account holder so they can activate the feed directly from the Moomoo platform. Moomoo Authority Guide for SMSF Trustees.pdf
- Click on Verify button in Class
You can expect data to load automatically within ten business days.
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |