Feature Summary

^Multiple Cash Accounts - This data feed supports multiple cash accounts. For cash transactions to load, the account must be 'Linked' by ticking the checkboxes under the 'Holding Accounts' section. In addition, you must enter an investment code for each cash account and refer to the Bell Potter cash code
*This feed supports history only on initial activation.

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 Bell Potter Securities account number. Format: 6-7 digits	Account Number: 547369
   Product	Set to "Bell Potter Securities (Retail)"	Bell Potter Securities (Retail)

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. In the Data Source section, click the "Generate" button. The authority form will be generated.
2. Print the Authority Form. Arrange for the account holder to sign, date and print the name on the form in wet ink.
3. Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider"
4. It is not required to send the authority form to the provider directly. Class will forward the form to Bell Potter Securities automatically once the Authority Form is uploaded.

1. You can expect data to load automatically within ten business days.
2. Authority forms dated 90 days after signing are not accepted by the provider. Please upload a newly signed form.