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. 

Praemium Platform also supports the following products

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.	Account Number: 1812345
   Product	Set to " Praemium V-Wrap v2 "	Praemium V-Wrap v2

2. Ensure that you link existing holding accounts (including cash 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, which can be challenging 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. You can add an adviser ID according to how to enter Adviser Authorities in Class using the adviser code.

Note: The data will start loading automatically within fivebusiness days.