Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
|
N |
Y |
Y |
N |
Y |
N |
Y |
*This feed supports history only 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 This is the Evans and Partners account number.
Format: 5-7 digits leading with "X"
Account Number: X1234567
Product Set to "Evans and Partners"
Evans and Partners - 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
- The Account Holder will need to email their Evans and Partners Adviser and request the Authority Form to set up a Class Data feed.
- Update the status of the feed to "Waiting on Provider"
Note: You can expect the data to start loading automatically within 10 business days.