Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
|
Y |
Y |
N |
N |
Y |
Y |
N |
Please note the Provider is now a white label of Finclear. Please select FinClear (Previously Finex) for new activations.
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.
Note if the account number you have started with s a "P", it is out of date, and you will need the new account number, which will be 5 or 6 digits.
Account Number: 271282
Product Set to " FinClear(Previously Finex) "
FinClear(Previously Finex) - 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, which can be challenging to correct.
Authority Process
Please refer to the Finclear User Guide page for further instructions.
| Symbol | Description |
|---|---|
|
|
Supported |
|
|
Not supported by Class |
|
|
Not supported by Provider |