Feature Summary

*This feed supports 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 Taylor Collison account number. Format: 5-7 digits leading with "T."	Account Number: T1234567
   Product	Set to "Taylor Collison"	Taylor Collison

2. Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
   

   If all the relevant holdings are not linked, the system will create duplicate accounts for each existing holding that was not linked. Correcting 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. Please arrange for the account holder to sign, date, and print their name on the form in wet ink.
3. Click the "Upload" button to upload the authority form. The feed's status 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 to Taylor Collison automatically once the Authority Form is uploaded.

1. You can expect data to load automatically within ten business days.
2. Authority forms dated 90 days after signing are not accepted by the provider. Please upload a newly signed form.

Additional Information

• Please note that this provider doesn't accept digitally signed forms.