Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign** Trade Data | Account Holder Authority | Adviser Authority | History* |
|
N |
Y |
N/strong |
N |
Y |
N |
Y |
*This feed supports history only on initial activation.
**This feed does not support foreign trade data. If the account has foreign holdings, contact the adviser and request they enable a feed for the account via Praemium.
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
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Enter the account information as per the statement:
Field Name Field Description Example Account number This is the Shaw and Partners Ltd account number.
Account Number: S123456
Product Set to " Shaw and Partners Ltd "
Shaw and Partners Ltd - 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 and the resulting duplication can be challenging to correct.
Authority Process
- The account holder is required to send an email to ClientServicesSydney@shawandpartners.com.au with the following text:
Dear Shaw and Partners Ltd,
Can you please set up the following accounts for the Class data feed:
Account Name Account Number / HIN .................... ...............................
Kind Regards,
- Change the status of the feed to "Waiting on Provider".
1. 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 |