Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
|
N |
Y |
Y |
N |
Y |
N |
Y |
*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 Crystal Wealth Partners account number.
Account Number: 211020192
Product Set to " Crystal Wealth Partners "
Crystal Wealth Partners - Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
If all the relevant holding accounts are not linked, the system will create new investment accounts, which could cause duplication of investment accounts, that can be challenging to correct.
Authority Process
- The Account Holder is required to send an email to:
Email: help@crystalwealth.com.au;
With the following text:
Dear Crystal Wealth Partners,
Can you please set up the following accounts for the Class Data feed:
Account Name Account Number ................... ..........................
Kind Regards, - Update the status to "Waiting on Provider"
Note: The data is expected to start loading automatically within 10 business days.