Feature Summary

^To establish the data feed for the CommSec Cash account, please refer to CBA Cash. 

Data Feeds are only available for accounts that are CHESS Sponsored. If the account is not CHESS Sponsored, the account holder will need to contact CommSec to update their details.

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 CommSec account number.	Account Number: 4123456
   Product	Set to " CommSec "	CommSec

2. 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, which can be challenging to correct.

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 fill in the date, name and signature with wet-ink under section 2 of the form.
3. Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider."
4. Send the signed form to:
   Email: shares@commsec.com.au

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