Feature Summary
Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
Y |
Y |
Y |
Y |
Y |
N |
Y |
*This feed does support history only on initial activation.
Please note that the CPS Capital feed has permanently stopped. Any pre-existing CPS Capital feeds were migrated to FinClear. For any new CPS Capital activations, please follow the set-up process for FinClear.
Please note for any new CPS Capital activations account numbers changed.
Old Account numbers had a leading "I" and then 7 numerals". The New account numbers are 6 numerals.
Symbol | Description |
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Supported |
|
Not supported by Class |
|
Not supported by Provider |