Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
|
N |
Y |
Y |
N |
N |
Y |
Y |
*This feed supports history only on initial activation.
The provider's name is Morrison Securities and also provides feeds for Pulse Market broking accounts.
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 Morrison Securities account number.
Account Number: D1081111
Product Set to "Morrison Securities (Previously D2MX)"
Morrison Securities (Previously D2MX)
- 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
- The Adviser is required to send an email to accounts@sequoia.com.au with the following text:
Dear Sequoia,
Can you please Setup the following accounts for the Class Data feed:
Kind Regards,Account Name Account Number/HIN ................... ..........................
- Change the status of the feed to "Waiting on Provider."
1. You can expect data to load automatically within ten business days.
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |