Feature Summary

You must add a Cash code for each cash account. To select the code, refer to the Canaccord Genuity Financial Limited cash code.
*This feed supports history only during initial activation.

Configuration Process

Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed

1. Enter the account information as per the statement:
   

   Field Name	Field Description	Example
   Account number	This is the Canaccord Genuity Financial Limited account number. Format: starts with "R"	Account Number: R1234567
   Product	Set to " Canaccord Genuity Financial Limited "	Canaccord Genuity Financial Limited

2. Tick each checkbox to ensure that you link existing holding accounts related to this account under the Holding Accounts section.

If all accounts are not linked, the system will create duplicate accounts for each existing holding that was not linked. Correcting the resulting duplication can be challenging.

Authority Process

1. In the Data Source section, click the Generate button. Class will generate the authority form.
2. Print the Authority Form. Arrange for the account holder to fill in the date, name, and signature with wet ink on the form.
3. Click the Upload button to upload the authority form. The feed's status will update to Waiting on Provider.
4. The authority form is not required to be sent directly to the provider. Class will forward the form automatically once the Authority Form is uploaded.

Note: You can expect the data to start loading within ten business days.