Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | Accepts Electronic Signatures | 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 Bridges Financial Services account number.
Format: starts with "U."
Account Number: U1234567 Product Set to " Bridges " Bridges -
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
Note this feed permanently stopped and all accounts were closed by 31 July 2026.
Please check with the account holders to ascertain if the holdings were transferred to another broking account.
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |