Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History |
|
N |
Y |
N |
N |
Y |
Y |
N |
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.
Account Number: 211020192
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 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
Account Holder Authority
Adviser Authority
- In the Data Source section, click the "Generate" button. The authority form will be generated.
- Print the Authority Form. Arrange for the account holder to sign, date and print name on the Authority Form.
- Click the "Upload" button 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 adviser code has not been entered, refer to How to enter Adviser Authorities in Class to add the adviser code.
- Change the status of the feed to "Waiting on Provider"
Note: The data is expected to start loading automatically within 10 business days.
Note: Morgan Stanley does not support or provide any data for PWM or SMA a/cs.
| Symbol | Description |
|---|---|
|
|
Supported |
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Not supported by Class |
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Not supported by Provider |