Feature Summary

*This feed supports history only on initial activation.

This provider's name Is Morrison Securities. Please also use this page to enable Pulse Markets broking accounts.

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 Morrison Securities account number.	Account Number: D1081111
   Product	Set to "Morrison Securities(Previously D2MX)	Morrison Securities (Previously D2MX)

2. Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
   

   If all accounts are not linked, the system will create duplicate accounts for each existing holding that was not linked. The resulting duplication can be challenging to correct. See FAQs - My feed has started, and all the investments have doubled up. How can I fix this?

Authority Process

1. The Adviser is required to send an email to: 
   Email: accounts@sequoia.com.au
   With the following text:
   
   Dear Sequoia,
   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 your data to load within ten business days.