Feature Summary

*This feed supports history on initial activation. The adviser can also request history by emailing beaconcare@colonialfirststate.com.au

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	ExampleBeacon
   Account number	This is the Beacon account number.	Account Number: 1812345
   Product	Set to "Beacon"	Beacon

2. Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.

If all accounts are not linked, the system will create duplicate accounts for each existing holding that was not linked. The resulting duplication can be challenging to correct.

Authority Process

1. The Beacon Wrap Adviser should send an email to:
   beaconcare@colonialfirststate.com.au;
   With the following text:
   
   

   Dear Beacon Care,

   Can you please enable the Beacon Wrap data feed to Class for the following Adviser:

   
   
   

   Adviser Name

   ...................

   
   

   Should you have further questions, please do not hesitate to contact us.

   Once the data feed has been activated could you please send a copy of the activation email to the Class Super administrator < insert Class administrators email address>.

   Kind regards,

2. Beacon care will email to the adviser and CC the administrator containing the Adviser ID. The Adviser ID must be entered into Class per Step 3.
3. Add an adviser id per How to enter Adviser Authorities in Class using the adviser number received in Step 2.
   

   If you do not receive a copy of the activation email please contact the adviser and ask them to forward you a copy, as data will not be loaded into the fund without the correct Adviser ID.

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

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