Feature Summary

*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:

Authority Process

1. 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.

2. Change the status of the feed to "Waiting on Provider." 

Account Types not supported

• Term Deposits
• Loan Accounts

Note: The data is expected to start loading automatically within ten business days.