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 |
Y |
*This feed only supports history 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 It is the Sentinel Financial Group account number.
Account Number: 20003509
Product Set to " Sentinel Financial Group "
Sentinel Financial Group
- Could you make sure 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. Class will generate the authority form.
- Print the Authority Form. Arrange for the account holder to sign, date and print their name on the form.
- Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider.
- Please send the signed form to rlebron@sentinelgroup.com.au
- Print the Advisor authority form and arrange for the adviser to complete and sign the form
- Send the original signed form to
Sentinel Financial Group
GPO Box 2514
Perth WA 6001 - Change the status of the feed to "Waiting on Provider."
Note: The data is expected to start loading automatically within 10 business days.
| Symbol | Description |
|---|---|
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Supported |
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Not supported by Class |
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Not supported by Provider |