Feature Summary

*This feed supports history on initial activation. The adviser can also request history by emailing momentum@colonialfirststate.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 Momentum account number.	Account Number: 1812345
   Product	Set to "Momentum"	Momentum

   ^ This feed requires the platform account number as Account Number. Please see below on where to find this information.
   

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, that can be challenging to correct.

Authority Process

1. The Adviser is required to send an email to: 
   Email: momentum@colonialfirststate.com.au
   With the following text:
   
   Dear Momentum,
   Can you please set up the following accounts for the Class Data feed:
   

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

   
   Kind Regards,
2. The adviser will then receive an email confirming their registration and Adviser ID.
3. Under Configuration set up in Class, select the adviser from the drop-down.
   

   If the adviser code has not been entered, refer to How to enter Adviser Authorities in Class to add the adviser code.

4. Change the status of the feed to "Waiting on Provider"

Note: The data is expected to start loading automatically within 10 business days.