Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History* |
|
N |
Y |
Y |
Y |
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 Raven Capital account number.
Account Number: D4123456
Product Set to " Raven Capital "
Raven Capital - 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
- In the Data Source section, click the "Generate" button. Class will generate the authority form.
- Print the Authority Form. Arrange for the account holder to sign, date and print name on the 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:
Raven Capital Pty Limited
PO Box 458
NORTH SYDNEY NSW 2059
Note: You can expect your data to start to load within 10 business days.