Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | Accepts Electronic Signature | History* |
*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 Morgans account number.
The account number convention is 6 or 7 numeric characters.
Account Number:1564290 Product Set to "Morgans Financial" Morgans Financial -
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. This can result in duplicate Investment accounts which are difficult to correct.
Authority Process
- In the Data Source section, click "Generate" to create the authority form.
- Print the Authority Form.
- Have the account holder complete the name,date and signature using wet ink.
- Click "Upload"to upload the authority form. The feed's status will update to" Waiting on Provider".
- You do not need to send the authority form to the Provider. Class will automatically forward it to the Provider.
You can expect data to load automatically within ten business days.
Authority forms dated 90 days after signing are not accepted by the provider. Please upload a newly signed form.
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |