Feature Summary

 *This feed supports history on initial activation. The adviser can also request history directly from the Provider online.
SMAs are supported in the feed on a consolidated basis. If you have manually processed investments on a portfolio basis you can read here for instructions.

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 North account number. The account number convention is a leading  "Y" followed by 8 numeric characters.	Account Number: Y02511305
   Product	Set to "North"	North

2. Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
3. Select the Adviser from the drop-down.  If the adviser name does not appear, refer to How to enter Adviser Authorities in Class and add the adviser name and code using the label AMP North.

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.

AMP platform products – special considerations when utilising the feed.

Authority Process

1. Contact the adviser and request they enable a datafeed to Class

2. The Adviser needs to logon to the platform and follow this guide to enable each account. Accounts can also be enabled to receive data feeds on inception.

   Please ensure the SMSF Reference Number field is a unique code. Most users utilise the Class fund code for consistency.

3. Update the status of the feed to "Waiting on Provider".

1. You can expect data to load automatically within ten business days.