Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority^ | Adviser Authority^ | History* |
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N |
Y |
Y |
N |
Y |
Y |
Y |
*This feed supports history only on initial activation.
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
- Enter the account information as per the statement:
Field Name Field Description Example Account number This is the Beulah Capital account number.
Account Number: D1140192
Product Set to "Beulah Capital"
Beulah Capital
- 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
Account Holder Authority
Adviser Authority
- In the Data Source section, click the "Generate" button. The authority form will be generated.
- Print the Authority Form. Arrange for the account holder to sign, date, and print name on of the form.
- Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider."
- Send the signed form to:
Beulah Capital
PO Box 21106
Little Lonsdale Street VIC 8011
- Print this Adviser Authority Form and arrange for the adviser to complete and signed the form.
- Send the signed form to:
Beulah Capital
PO Box 21106
Little Lonsdale Street, VIC 8011 - Change the status of the feed to "Waiting on Provider."
Note: You can expect your data to start loading automatically within 10 business days.