Feature Summary

*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 Morgans account number.	Account Number:1564290
   Product	Set to "Morgans Financial"	Morgans Financial

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 sign, date and print the name 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. You are not required to send the authority form to the provider directly. Class will forward the form to Morgans automatically once the Authority Form is uploaded.

Note: You can expect the data to start loading automatically within 10 business days.