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. 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 sign, date and print their name on of 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 to Taylor Collison automatically once the Authority Form is uploaded.

Note: You can expect your data to start to load within 10 business days.