Feature Summary

*This feed supports history only on initial activation.

Note. This feed does not support cash transactions. Cash data may be available directly with the banking provider, depending on the account used. ANZ does not support CMC_ANZ cash accounts in the ANZ Cash data feed.

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 CMC Markets account number	Account Number: 8180192
   Product	Set to "CMC Markets (New Activations)"	CMC Markets (New Activations)

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 My feed has started and all investments have doubled up.

Authority Process

1. In the Data Source section, click the "Generate" button. Class will generate the authority form 
2. Print the Authority Form. Arrange for the account holder to sign, date and print name on the form.
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. Class will forward the form to CMC Markets automatically once the Authority form is uploaded.

*CMC Markets does not support DocuSign documents and requires a manually signed form. 

Note: You can expect your data to start to load within 10 business days