Feature Summary

^An investment code must be added for each cash account. The code is available on the Portfolio Valuation Report. Refer to How to link Multiple Cash Accounts to a Feed to link multiple Cash Accounts.
*This feed supports history on initial activation. The adviser can also request history by using the web system provided by Praemium. 

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 Cloudbreak account number. There is no specific account number convention.	Account Number: 181245
   Product	Set to "Cloudbreak."	Cloudbreak

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. This can result  in duplicate investment accounts which are difficult to correct.

Authority Process

1. Please contact the Cloudbreak adviser and ask them to enable a data feed for the account to Class.

   If they are unfamiliar with the process, please provide them with this PDF, which explains the configuration. Activating this feed requires an adviser to have "Level 2" access within Praemium. If the adviser does not have "Level2" access, they should contact support@praemium.com.au. 

2. Change the status of the feed to "Waiting on Provider."
3. Select the adviser from the drop-down. If the adviser name does not appear, refer to How to enter Adviser Authorities in Class. using the  option Praemium EPI4.3. Ensure that you have been provided the Individual Adviser Code otherwise the feed will not work.
4. Change the Feed status to "Waiting on Provider."

 You can expect data to load automatically within ten business days