Feature Summary

*This feed supports Term Deposits, refer to How to set up Term Deposits for AMM. If you do not set up your holdings in the correct manner, your data feed will not work.
"At Call" Cash accounts are supported by this feed however linked CMT accounts (Including DDH Graham) must be activated under authority of the respective provider.

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 Australian Money Market "Facility Number".	Account Number: 54321
   Product	Set to "Australian Money Market"	Australian Money Market

2. Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
3. Add an adviser id per How to enter Adviser Authorities in Class using the adviser code.

If all the relevant holding accounts are not linked, the system will create new investment accounts, which could cause duplication of investment accounts, that can be challenging to correct.

Authority Process

1. Send an email to:
   admin@moneymarket.com.au;
   With the following text:
   
   

   Dear AMM,

   Can you please provide a data feed to the Class Super activating all the following advisers' accounts:

   
   

   Account Name	Adviser Code
   ...................	..........................

   
   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.