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.	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 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.
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;
   Subject: Class data feed
   With the following text:
   
   

   Dear Bell Equity Lever,

   Can you please set up data feeds to Class Super 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 ID. You must enter the Adviser ID 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.
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.