Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | Accepts Electronic Signature | History |
If the account contains foreign holdings, please contact the adviser and request a data feed via Praemium.
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 It is the Morgan Stanley account number.
The format is usually 7 numeric characters.
Account Number: 1234567 Product Set to "Morgan Stanley" Morgan Stanley -
Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
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
Account Holder Authority
Adviser Authority
- 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 status of the feed will update to"Waiting on Provider."
-
Send the signed form to:
Client Service Support Team
PO Box 360
Collins Street West VIC 8007
- Download the Morgan Stanley Adviser Authority Form.
- Print the Authority Form and arrange for the adviser to complete and sign the form.
-
Send the signed form to:
Client Service Support Team
PO Box 360
Collins Street West VIC 8007If there is an established relationship with a planner, ie. Provision of Services agreement held and planner has a Financial Planner ID as notified by Morgan Stanley; the adviser can fax or email a copy of the completed Financial Planner Authority agreement to:
Fax: 61 3 8643 9555
Email: clientservicesupport@morganstanley.com.au -
Under Configuration set up in Class, select the adviser from the drop-down.
If the advisername does not appear, refer to How to enter Adviser Authorities in Class to add the adviser name and code.
- Change the status of the feed to "Waiting on 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.
Account Types Not Supported
- PWM
- SMA
| Symbol | Description |
|---|---|
| Supported | |
| Not supported by Class | |
| Not supported by Provider |