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 accounts are not linked, the system will create duplicate accounts for each existing holding that was not linked. Correcting the resulting duplication can be challenging.

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 feed's status will update to "Waiting on Provider."
4. The authority form is not required to be sent to the provider. Class will forward the form to Bridges Financial Services automatically once the Authority form is uploaded.

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.

Additional Information

• Please note that this provider doesn't accept digitally signed forms.