Feature Summary

^An investment code must be added for each cash account. The code is available on the Praemium Portfolio Valuation Report. Refer to How to link Multiple Cash Accounts to a Feed to link multiple Cash Accounts.
*This feed supports history on initial activation. The adviser can also request history by using the web system provided by Praemium. 

Important - For feeds that activated before 26/10/2023 or migrated JBWere feeds please read Additional Information.

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 Praemium V-Wrap v2 platform account number. There is no specific account number convention.	Account Number: 1812345
   Product	Set to "Praemium V-Wrap v2"	Praemium V-Wrap v2

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. This can result  in duplicate investment accounts which are difficult to correct.

Authority Process

1. Please contact the Praemium Adviser and ask them to enable a data feed for the account to Class.

   If they are unfamiliar with the process, please provide them with this PDF, which explains the configuration. Activating this feed requires an adviser to have "Level 2" access within Praemium. If the adviser does not have "Level2" access, they should contact support@praemium.com.au. 

2. Change the status of the feed to "Waiting on Provider."
3. Select the adviser from the drop-down. If the adviser name does not appear, refer to How to enter Adviser Authorities in Class. using the  option Praemium EPI4.3. Ensure that you have been provided the Individual Adviser Code otherwise the feed will not work.
4. Change the Feed status to "Waiting on Provider."

 You can expect data to load automatically within ten business days

Additional Information

• For existing Praemium accounts that started loading before 26/10/2023 - please do not to change the Class default do not load date from 26/10/2023 to avoid any possible duplication. If you are missing transactions before that date please email support@class.com.au for further advice.
• Foreign Cash and Trade Support - A feed enhancement was implemented on the 7th of May 2024 that allows Class to load foreign cash transactions and their business events with transaction date after this date using the exchange rate provided by Praemium. The fix is not retrospective therefore any foreign cash transactions uploaded to Class before the 7th of May 2024 will need to be manually edited.