Feature Summary
| Daily Cash Data | Daily Trade Data | Foreign Trade Data | Daily Term Deposit Data | Account Holder Authority | Adviser Authority | Tax Statement | History |
|
Y |
Y |
N |
Y |
Y |
Y |
Y |
Y |
*This feed supports history on initial activation.
## Please note that during 2021, BT has progressively migrated all BT Wrap accounts to BT Panorama. The Provider did not migrate Historical Transactions, so if you are enabling a Panorama account which was formerly a BT Wrap account, history will be restricted to transactions post-migration.
The BT Panorama data feed supports cash accounts, term deposits, managed funds and ASX listed securities.
The feed supports separately managed account (SMA) transactions. This feature is available on request when your Business requests the functionality be switched on by Class. If you wish to receive SMA transactions, please have an Access Controller log a support ticket.
Please refer to BT CMA Saver for standalone cash accounts.
Configuration Process
Navigate to Fund Level > Feeds > Feeds Console > + New > New Broker/Platform Feed
- Enter the account information as per the statement:
Field Name Field Description Example Account number This is the BT Panorama account number.
Account Number: 120201111
Product Set to " BT Panorama "
BT Panorama - Ensure that you link existing holding accounts to this account under the Holding Accounts section by ticking each checkbox.
- Please leave the Managed account field blank. The field is only relevant if the Panorama account contains a separately managed account (SMA). If that is the case, please contact Class support before enabling the feed.
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
This data feed has two authority processes, Account Holder and Adviser Authority which are listed below;
Account Holder Authority
- Generate the authority form by clicking the "Generate" button.
- Print the Authority Form. Arrange for the account holder to fill in the date, name and signature with wet-ink on the form.
- Upload the signed authority form in Class by clicking the "Upload" button. The status of the feed will update to "Waiting on Provider."
- Send the original signed form to:
datafeeds@panorama.com.au
Adviser Authority
- Send an email to the adviser using the following text:
Dear <INSERT ADVISER’S NAME>
Can you please Setup the following accounts for the Class data feed:
Account Name Account Number ................... ..........................
Once complete, could you please advise via return email, supply us with your adviser code for BT Panorama?
Kind Regards,
- Change the status of the feed to "Waiting on Provider."
- Add an adviser id per How to enter Adviser Authorities in Class using the adviser code.
Note: The data is expected to start loading automatically within 10 business days.
Please note that this provider doesn't accept digitally signed forms.
| Symbol | Description |
|---|---|
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Supported |
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Not supported by Class |
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Not supported by Provider |