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 Spring Financial Group account number.	Account Number: P123456
   Product	Set to " Spring Financial Group "	Spring Financial Group

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 holding accounts are not linked, the system will create new investment accounts, which could cause duplication of investment accounts. The resulting duplication can be challenging to correct.

Authority Process

1. The Account Holder is required to send an email to accounting2@springfg.com
   With the following text:
   
   Dear Spring Financial Group,
   Can you please Setup the following accounts for the Class Data feed:
   

   Account Name	Account Number
   ...................	..........................

   
   Kind Regards,
2. Change the status of the feed to "Waiting on Provider"

Note:You can expect the data to start loading within 10 business days.