Feature Summary

 *This feed supports history on initial activation. The adviser can also request history by emailing FirstWrap@avanteos.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	Example
   Account number	This is the Colonial FirstWrap Service account number.	Account Number: 1812345
   Product	Set to "FirstWrap - Colonial First State (CFS)"	FirstWrap - Colonial First State (CFS)

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, which could cause duplication of investment accounts. The resulting duplication can be challenging to correct.

Authority Process

1. The adviser is required to send an email to:
   FirstWrap@avanteos.com.au;
   With the following text:
   
   

   Dear FirstWrap Service,

   Can you please set up the data feed to Class for the following Adviser:

   
   

   Account Name	Adviser ID
   ...................	..........................

   
   Kind Regards,
2. Update the status of the feed to "Waiting on Provider".

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