Feature Summary

*This feed only supports history 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:
   
   

   TODO - Field Name	Field Description	Example
   Account number	This is the CCZ Equities account number. Format: 7digits leading with "Z"	Account Number: Z1234567
   Product	Set to " CCZ Equities "	CCZ Equities

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. The resulting duplication can be challenging to correct.

Authority Process

1. The Adviser is required to send an email to: 
   TradingAndSettlements@ccz.com.au;
   cc:  The Class Administrator (i.e. yourselves)
   With the following text:
   
   Dear CCZ Equities,
   Can you please Setup the following accounts for the Class Data feed:
   
   

   Account Name	Account Number/HIN
   ...................	..........................

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

Note: You can expect the data to start loading within 10 business days.