Feature Summary
| Daily Cash Data | Account Holder Authority | Adviser Authority | Loan Accounts | Accepts Electronic Signatures | History* |
*This feed supports history only on initial activation. The client can also request history by emailing cash@bellpotter.com.au
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Cash Feed
Enter the account information as per the statement:
| Field Name | Field Description | Example |
| Account number |
This is the Bell Potter Capital BSB and account number. The account number convention is 6 to 8 numeric characters. |
BSB: 013-986 Account Number: 221020199 |
| Product | Set to " Bell Potter Capital " | Bell Potter Capital |
Authority Process
-
The Account Holder is required to send an email to:
_InvestmentServicesOps@bellpotter.com.au;
With the following text:
Dear Bell Potter Capital,
Can you please Setup the following accounts for the Class Data feed:Account Name Account Number ................... .......................... Kind Regards,
The underscore character "_" at the beginning of the email address is required.
- Change the status of the feed to "Waiting on Provider."
The data is expected to start loading automatically within ten business days.
Account Types not supported
- Term Deposits
- Loan Accounts
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |