Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | Accepts electronic signature | History |
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N |
Y |
N |
N |
Y |
N |
N |
N |
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
- Enter the account information as per the statement:
Field Name Field Description Example Account number This is Westpac Online Investing account number.
Account Number: 211020192
Product Set to " Westpac Online Investing "
Westpac Online Investing - Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
If all the relevant holding accounts are not linked the system will create new investment accounts which could cause duplication of investment accounts that can be challenging to correct.
Authority Process
- In the Data Source section, click the "Generate" button. The authority form will be generated.
- Print the Authority Form. Arrange for the account holder to fill in the date, name and signature with wet ink on the form.
- Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider"
- Email the signed form to:
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.
Account types Not Supported
- Non-Superannuation Entity Accounts
Additional Information
- Please note that this provider doesn't accept digitally signed forms.
| Symbol | Description |
|---|---|
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Supported |
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Not supported by Class |
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Not supported by Provider |