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 Bridges Financial Services account number. Format: starts with "U."	Account Number: U1234567
   Product	Set to " Bridges "	Bridges

2. Tick each checkbox to ensure that you link existing holding accounts related to this account under the Holding Accounts section.

    If all relevant holding accounts are not linked, the system will create new investment accounts. This can result in duplicate investment accounts, that are difficult to correct.

Authority Process

1. In the Data Source section, click "Generate" to create the authority form.
2. Print the Authority Form. 
3. Have the account holder complete the name, date and signature using wet ink.
4. Click "Upload" to upload the authority form. The status of the feed will update to"Waiting on Provider."
5. You do not need to send the authority form to the Provider . Once Uploaded, Class will automatically forward it to the Provider

1. You can expect data to load automatically within ten business days.
2. Authority forms dated 90 days after signing are not accepted by the provider. Please upload a newly signed form.