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. The account number convention is a leading"T" followed by Format: 5-7 digits leading with "T"followed by 7 numeric characters. Note some older accounts may have less than 7 characters.	Account Number: T1234567
   Product	Set to "Taylor Collison"	Taylor Collison

2. Under the Holding Accounts section, link any existing holding accounts for this account by selecting the relevant checkboxes.

   If all the relevant holding accounts are not linked the system will create new investment accounts. This can result in duplicate Investment accounts which are difficult to correct.

Authority Process

1. In the Data Source section, click  "Generate" to create the  authority form.
2. Print the Authority Form. 
3. Have the account holder complete the name,date and signature using wet ink.
4. Click "Upload"to upload the authority form. The feed's status will update to" Waiting on Provider".
5. You do not need to send the authority form to the Provider. Class will automatically forward it to the Provider.

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.