Feature Summary

^You must add a Cash for each cash account. To select the code refer to Canaccord Genuity Financial Limited cash code.
*This feed does support history only on 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. 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

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 status of the feed will update to Waiting on Provider.
4. It is not required to send the authority form to the provider directly. Class will forward the form automatically once the Authority Form is uploaded.

Note: You can expect the data to start loading within 10 business days.