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 |
N |
N |
Y |
Y |
Y |
*This feed supports history on initial activation. The adviser can also request history by emailing DataDownloads@btfinancialgroup.com;
This feed supports white labelled products, please click here for a full list of these products.
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 Wrap account number.
Format: 8 digits starting with "M"
Account Number: M00181234
Product Set to " BT Wrap "
BT Wrap - Ensure that you link existing holding accounts relating to this account under the Holding Accounts section by ticking each checkbox.
- Please ensure the Authorisation type is set to Account Holder and not Adviser.
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
- Download the following BT Wrap Authority Form
- Print the Authority Form and arrange the BT Adviser to complete and sign the form.
- Send an email to:
Email: DataDownloads@btfinancialgroup.com and CC support@class.com.au
With the following text:
Dear BT Wrap,
Can you please Setup the following accounts for the Class Super (Download ID 1327) Data Feed:
Account Name Adviser No/HIN ................... ..........................
Kind Regards, - Update the status of the feed to "Waiting on Provider".
Note: You can expect the data to start loading automatically within 10 business days.