Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority^ | Adviser Authority^ | History* |
|
N |
Y |
N |
N |
Y |
Y |
N |
^Account Holder Authority is for retail accounts, and Adviser Authority is for wholesale accounts.
*This feed only supports history 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 It is the Amscot Broking Partners account number.
Account Number: 6124578
Product Set to "Amscot Broking"
Amscot Broking
- 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.
Authority Process
Account Holder Authority
Adviser Authority
- The account holder is required to send an email to:
amscot@amscot.com.au;
With the following text:
Dear Amscot,
Can you please Setup the following accounts for the Class Data feed:
Account Name Account Number ................... ..........................
Kind Regards,
- Change the status of the feed to "Waiting on Provider"
- The adviser is required to send an email to:
amscot@amscot.com.au;
With the following text:
Dear Amscot,
Can you please Setup the following accounts for the Class Data feed:
Account Name Account Number ................... ..........................
Kind Regards,
- Change the status of the feed to "Waiting on Provider"
Note: The data is expected to start loading automatically within ten business days.
| Symbol | Description |
|---|---|
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|
Supported |
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Not supported by Class |
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Not supported by Provider |