Feature Summary

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 Bell Equity Lever account number. The naming convention is 7 numeric characters.	Account Number: 811111
   Product	Set to "Bell Equity Lever"	Bell Equity Lever

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. This can result in duplicate Investment accounts which are difficult to correct.

3. Once you link all accounts to the feed you will need to enter the Bell IR numbers for the matched pairs of holding and Liability accounts per the below screenshot:
   
   

Authority Process

1. The adviser should send an email to EQL@bellpottercapital.com.au with subject Class Data Feed and the following text:

   Dear Bell Equity Lever,

   Can you please set up data feeds to Class for all investors with Equity Lever facilities who are clients of <adviser name>.

2. The adviser will then receive a communication confirming their registration and Adviser Code. You must enter the Adviser Code into Class per Step 3.
3. Select the Adviser from the drop-down list. If the adviser name does not appear, refer to How to enter Adviser Authorities in Class  and add the adviser name and code.
4. Update the status of the feed to "Waiting on Provider"
    

1. The data is expected to load automatically within 10 business days.