Feature Summary
| Daily Cash Data | Daily Trade Data | Automated DRP's | Foreign Trade Data | Account Holder Authority | Adviser Authority | History |
|
N |
Y |
N |
N |
Y |
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, which 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 sign, date and print name on the form.
- Click the "Upload" button to upload the authority form. The status of the feed will update to "Waiting on Provider"
- Send the signed form to:
Reply Paid 85157
Australia Square
NSW 1214
Note: The data is expected to start loading automatically within 10 business days.