Feature Summary

^Multiple Cash Accounts - This data feed supports multiple cash accounts. For cash transactions to load, the account must be 'Linked' by ticking the checkboxes under the 'Holding Accounts' section. In addition, you must enter an investment code for each cash account and refer to the Ord Minnett cash code.
*This feed supports history only on initial activation.

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 Ord Minnett Stockbroking account number.	Account Number:  4123456
   Product	Set to " Ord Minnett "	Ord Minnett

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.

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 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 directly. Class will automatically forward the form to Ord Minnett once the Authority Form is uploaded.

Note:  You can expect the data to start loading within ten business days.
Please note that this provider doesn't accept digitally signed forms.